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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CRD 109767

NORWELL, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:36a08a42-321f-942a-1756-2e18aecf34b2

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2012 to May 11, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.72 fund_share=0.13 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $702MItem 5.F on the latest filing (2026-05-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $640M
Private client RAUM: $507MderivedItem 5.D individuals plus high net worth individuals
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $140Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 655
Individual clients: 139
High net worth clients: 88
Private funds: 2Schedule D 7.B(1)
SEC number: 801-9168
CIK: 1365707
CRD: 109767
Filings on the tape: 25
First filed: Mar 19, 2012
Latest filed: May 11, 2026
Organised: Corporation, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PHILIP ANTHONY NOONAN	n/a	Norwell, MA	24	30	n/a	no
DAVID MICHAEL CANAL	n/a	NORWELL, MA	18	28	n/a	no
MATTHEW BRIAN SULLIVAN	n/a	NORWELL, MA	18	19	n/a	no
WILLIAM MARK NOONAN	n/a	NORWELL, MA	16	33	n/a	no
Marla K Schroeder	n/a	MOraga, CA	1	11	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CONTRAVISORY FUND, LP	Hedge Fund	$61.6M	Feb 27, 2024	73	Mar 19, 2012	reported	021-69290
CONTRAVISORY IDF, LP	Hedge Fund	$18.5M	Feb 27, 2024	1	Mar 19, 2012	reported	021-173438
CONTRAVISORY LONG-SHORT OPPORTUNITIES, LP	Hedge Fund	$3.6M	May 29, 2020	8	Feb 15, 2017	dropped	021-278859

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
NOONAN, PHILIP, ANTHONY	CHIEF OPERATING OFFICER	D	yes	07/2006	Mar 19, 2012	Feb 27, 2024
NOONAN, WILLIAM, MARK	PRESIDENT/CEO	D	yes	07/2006	Mar 19, 2012	Feb 27, 2024
SULLIVAN, MATTHEW, BRIAN	CHIEF COMPLIANCE OFFICER	Na	no	01/2008	Mar 19, 2012	Feb 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CONTRAVISORY, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$702M	$640M	7	4	0	2	n/a
2024	Mar 11, 2025	$628M	$568M	7	4	0	2	n/a
2023	Feb 27, 2024	$551M	$499M	6	4	0	2	$80.1M
2022	Mar 9, 2023	$531M	$454M	7	5	0	2	$81.8M
2021	Jan 31, 2022	$549M	$467M	7	5	0	2	$67.0M
2020	Mar 8, 2021	$470M	$396M	7	5	0	2	$62.0M
2019	Mar 10, 2020	$422M	$339M	7	5	0	3	$60.1M
2018	Feb 28, 2019	$378M	$303M	7	5	1	3	$63.1M
2017	Feb 16, 2018	$392M	$324M	8	6	1	3	$53.4M
2016	Feb 15, 2017	$464M	$336M	9	6	n/a	3	$72.4M
2015	Feb 24, 2016	$590M	$412M	7	5	n/a	2	$71.9M
2014	Mar 17, 2015	$678M	$471M	7	5	n/a	2	$72.7M
2013	Mar 26, 2014	$746M	$500M	7	5	n/a	2	$67.2M
2012	Mar 20, 2013	$600M	$401M	8	5	n/a	2	$49.2M
2011	Mar 19, 2012	$621M	$398M	n/a	n/a	n/a	2	$49.2M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$702M	$628M	11.7%	$531M	9.7%	7	7	0	0

Relationships

Registered with (8)

← Marla K SchroederAdvisorregistration: current employment
Jan 31, 2025 to presentfactForm ADV
← WILLIAM MARK NOONANAdvisorregistration: current employment
Sep 30, 2009 to presentfactForm ADV
← MATTHEW BRIAN SULLIVANAdvisorregistration: current employment
Mar 17, 2008 to presentfactForm ADV
← DAVID MICHAEL CANALAdvisorregistration: current employment
Nov 23, 2007 to presentfactForm ADV
← PHILIP ANTHONY NOONANAdvisorregistration: current employment
Jan 4, 2002 to presentfactForm ADV
← JOHN A FASCIANOAdvisorregistration: previous registration
May 23, 2017 to Jun 29, 2018factForm ADV
← Jared Andrew SweeneyAdvisorregistration: previous registration
Jul 27, 2016 to Sep 11, 2017factForm ADV
← EILEEN RENEE HAYESAdvisorregistration: previous registration
Apr 29, 2009 to Apr 18, 2011factForm ADV

Advises (3)

→ CONTRAVISORY IDF, LPPrivate fundHedge Fund, IA
Mar 19, 2012 to presentfactForm ADV
→ CONTRAVISORY FUND, LPPrivate fundHedge Fund, IA
Mar 19, 2012 to presentfactForm ADV
→ CONTRAVISORY LONG-SHORT OPPORTUNITIES, LPPrivate fundHedge Fund, IA, no longer reported
Feb 15, 2017 to May 29, 2020factForm ADV

Controls (2)

← NOONAN, PHILIP, ANTHONYOwnerCHIEF OPERATING OFFICER, ownership code D, individual
Mar 19, 2012 to Feb 27, 2024factForm ADV
← NOONAN, WILLIAM, MARKOwnerPRESIDENT/CEO, ownership code D, individual
Mar 19, 2012 to Feb 27, 2024factForm ADV

Owns (1)

← SULLIVAN, MATTHEW, BRIANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 19, 2012 to Feb 27, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36a08a42-321f-942a-1756-2e18aecf34b2
First observed: Mar 19, 2012
Last observed: May 11, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CRD 109767

NORWELL, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:36a08a42-321f-942a-1756-2e18aecf34b2

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PHILIP ANTHONY NOONAN

n/a

Norwell, MA

n/a

DAVID MICHAEL CANAL

n/a

NORWELL, MA

n/a

MATTHEW BRIAN SULLIVAN

n/a

NORWELL, MA

n/a

WILLIAM MARK NOONAN

n/a

NORWELL, MA

n/a

Marla K Schroeder

n/a

MOraga, CA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CONTRAVISORY FUND, LP

Hedge Fund

$61.6M

Feb 27, 2024

Mar 19, 2012

reported

021-69290

CONTRAVISORY IDF, LP

Hedge Fund

$18.5M

Feb 27, 2024

Mar 19, 2012

reported

021-173438

CONTRAVISORY LONG-SHORT OPPORTUNITIES, LP

Hedge Fund

$3.6M

May 29, 2020

Feb 15, 2017

dropped

021-278859

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

NOONAN, PHILIP, ANTHONY

CHIEF OPERATING OFFICER

yes

07/2006

Mar 19, 2012

Feb 27, 2024

NOONAN, WILLIAM, MARK

PRESIDENT/CEO

yes

07/2006

Mar 19, 2012

Feb 27, 2024

SULLIVAN, MATTHEW, BRIAN

CHIEF COMPLIANCE OFFICER

01/2008

Mar 19, 2012

Feb 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CONTRAVISORY, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$702M

$640M

n/a

2024

Mar 11, 2025

$628M

$568M

n/a

2023

Feb 27, 2024

$551M

$499M

$80.1M

2022

Mar 9, 2023

$531M

$454M

$81.8M

2021

Jan 31, 2022

$549M

$467M

$67.0M

2020

Mar 8, 2021

$470M

$396M

$62.0M

2019

Mar 10, 2020

$422M

$339M

$60.1M

2018

Feb 28, 2019

$378M

$303M

$63.1M

2017

Feb 16, 2018

$392M

$324M

$53.4M

2016

Feb 15, 2017

$464M

$336M

n/a

$72.4M

2015

Feb 24, 2016

$590M

$412M

n/a

$71.9M

2014

Mar 17, 2015

$678M

$471M

n/a

$72.7M

2013

Mar 26, 2014

$746M

$500M

n/a

$67.2M

2012

Mar 20, 2013

$600M

$401M

n/a

$49.2M

2011

Mar 19, 2012

$621M

$398M

n/a

$49.2M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$702M

$628M

11.7%

$531M

9.7%