Contrary LLC

Institutional venture firmSEC-registered adviserClassification probablecontrary.com

We combine technology and research to identify and invest in a small number of exceptional people and the companies they build.

In the firm's own words, from its website.

Reported fund assets
$481M
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
3
Investment team
4
Latest vintage
2026
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsInvestments (4)Team (9)Funds
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

7 additional team members, 20 additional co-investors and affiliates, 13 additional investments, funds and LPs, 15 events, 6 verified contacts (5 professional url, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 3 vehicles
    on Form D, 18 months

    $119M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →
  2. 3 companies
    new in 12 months

    3 new companies in the last 12 months. Latest round Corgi Series B ($160M round) on 6 May 2026.

    A firm writing cheques this quarter is one a founder can pitch now.

    Factfunding announcements, Form D, the firm's portfolio pageFor Founders, co-investorsInvestments →
  3. 1 departure
    people, 12 months

    A team member departed (seen on or before 1 Oct 2026, the day it happened is not on record).

    A partner leaving or arriving changes who decides, and who a founder or LP should call.

    InferenceVenture organization websites (about, team, portfolio, thesis, news pages)For Founders, LPs, recruitersTeam →
  4. 2 deals
    with Carte Verte Management

    Invests most often alongside Carte Verte Management (2 shared deals).

    pair last observed on record 6 May 2026, not a deal date · The firms it syndicates with are the likeliest to see the same deals and to fill out its rounds.

    Measuredshared rounds and portfolio companies on recordFor Founders building a round, co-investorsCo-investors →

People to know

View all people

Relationship network

52 connected entities3 observed rounds1 repeat counterparty2 dated rounds shown here, 2026

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Company
  • Fund or vehicle
  • Person

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Contrary LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Contrary LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

4 companies on record, 3 new in 12 months
Investments on record
4 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Blackdotportfolio listingunknownunknownunknownunknownSep 24, 2026Fact Company website
CorgiSeries B · Series Bparticipantunknown$160MunknownMay 6, 2026Fact Press release
Corgi InsuranceFunding roundparticipantunknown$108MunknownJan 9, 2026Fact Press release
Stated thesis versus observed behaviour
4 observed deals
Stated (the firm’s website)
Sectors
ai, media
Stages
seed
Geography
asia
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation
series a 50%series b 50%
Stage at first entry
series a 50%series b 50%
Sectors
unknown 100%
lead rate 0%follow-on rate 0%new companies, 12 months 3

Team

9 current, 3 departed
Decision makers
who to call first, and why; then everyone else by function
  • Claire Schultz · Research Associate
    Why this person: Named with investment responsibility
    LinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%
  • Eric Richard Tarczynski · Manager
    Why this person: Named with investment responsibility
Who else at this firm · 1 person, grouped by function
Investment team (1)
  • David Oko · Director, Finance
    Why this person:
    LinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. 2 with a route on file. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team
9 current, 3 departed
3 departed (kept with end dates)
  • Claire Burch · Research Associate · ? to Oct 1, 2026 Inference
  • Eric Richard Tarczynski · Manager / Chief Compliance Officer · Sep 1, 2020 to Nov 14, 2023 Inference
  • Michelle Brown · Chief Financial Officer And Chief Compliance Officer · Apr 1, 2022 to Aug 15, 2023 Inference
Contacts
1 firm phone, 5 professional url

1 firm phone, 5 professional url on record, each with its source. Values open with the complete profile.

Funds and LPs

15 vehicles, 0 LPs disclosed
Funds and vehicles
15 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
AS Holdings 1, L.P.Fund2026 form d first saleFundraisingunknownunknown$28.3MMar 26, 2026
Contrary Capital V, L.P.Fund2024 form d first saleEarly deployment$87.3M
Jul 8, 2026
44$90.9M
of $90.9M
Jun 18, 2025
Contrary Capital Iv-A, L.P.Feeder or parallel2024 adv first reportedEarly deployment$7.4M
Jul 8, 2026
40$0Jul 12, 2023
Limited partners
0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Known LPs and allocators
2 relationships across the firm's funds, from public pensions and the allocator graph
AllocatorTypeFundAmountDateSource
Psquared Charitable FoundationFOUNDATIONContrary Capital III, L.P.$2.1M
fair value on the foundation's return
reported as of Dec 31, 2024Fact IRS Form 990 / 990-PF e-file returns
A Alfred Taubman FoundationFOUNDATIONContrary Capital III, L.P.$1.6M
fair value on the foundation's return
reported as of Dec 31, 2024Fact IRS Form 990 / 990-PF e-file returns

Relationships across DFX

23 co-investors · on 2 other DFX graphs
Co-investors
23 counted from shared deals, for the whole firm
Across DFX and the capital chainon 2 other DFX graphs · 2 capital paths Show
Across DFX
  • The same institution is held on Allocators, RIA and Wealth, matched by identifier. See which records
Across the graphs

Contrary LLC is the same institution as 2 records in Allocators and RIA and Wealth.

Allocators1RIA and Wealth1

DFX found 2 relationships across 2 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Capital chain

Contrary LLC sits on 2 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Evidence and history

20 dated events, 64 observations from 4 sources
Timeline
20 dated events
  1. seen on or beforeOct 1, 2026
    Claire Burch (Research Associate) no longer on the team page of Contrary LLC
    Person leftPeopleInferenceClaire BurchFirm website
  2. Jul 8, 2026
    Contrary Capital V-A, L.P. first reported on Form ADV by Contrary LLC (Venture Capital Fund), GAV $10,840,000
    Fund first reported on Form ADVFundsInferenceContrary Capital V-A, L.P.Form ADV
  3. Jul 8, 2026
    Contrary Capital V, L.P. first reported on Form ADV by Contrary LLC (Venture Capital Fund), GAV $87,260,000
    Fund first reported on Form ADVFundsInferenceContrary Capital V, L.P.Form ADV
  4. Mar 29, 2024
    Contrary Capital Iv-A, L.P. first reported on Form ADV by Contrary LLC (Venture Capital Fund), GAV $3,630,000
    Fund first reported on Form ADVFundsFactContrary Capital Iv-A, L.P.Form ADV
  5. Nov 14, 2023
    Eric Richard Tarczynski (Manager / Chief Compliance Officer) no longer on Schedule A of Contrary LLC
    Person leftPeopleInferenceEric Richard TarczynskiForm ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Jul 8, 2026 · 11 private fundsShow
Headquarters
unknown
Office address
unknown
Business phone
unknownadviserinfo.sec.gov
Website
contrary.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jul 8, 2026
Private funds reported
11 (11 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$481Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$481Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
12
Classification history
Every classification this record has carried3 on recordShow
  1. Sep 23, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $481M across 15 vehicles
  2. Sep 14, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $199M across 14 vehicles
  3. Sep 12, 2026
    Institutional venture firm (probable, 80%)
    Venture manager, reported GAV $199M across 11 vehicles
Evidence
64 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedJul 8, 2026FactForm ADV
SEC adviser typeRegistered investment adviserJul 8, 2026FactForm ADV
SEC adviser typeRegistered investment adviserJul 8, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 29, 2024FactForm ADV
First Form ADV filing2021-07-07Jul 8, 2026FactForm ADV
First Form ADV filing2021-07-07Mar 29, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-07-08Jul 8, 2026FactForm ADV
Latest Form ADV filing2026-07-08Jul 8, 2026FactForm ADV
Latest Form ADV filing2024-03-29Mar 29, 2024FactForm ADV
SEC statusApprovedJul 8, 2026FactForm ADV
SEC status effective2023-02-28Jul 8, 2026FactForm ADV
Venture share of reported funds1Jul 8, 2026FactForm ADV
Venture share of reported funds1Mar 29, 2024FactForm ADV
Business phoneJul 8, 2026FactForm ADV
Business phoneMar 29, 2024FactForm ADV
DescriptionOct 1, 2026Factno URL
DescriptionSep 16, 2026Factno URL
DescriptionSep 13, 2026Factno URL
Employees12Jul 8, 2026FactForm ADV
Employees20Mar 29, 2024FactForm ADV
Legal formLimited Liability CompanyJul 8, 2026FactForm ADV
Portfolio pageOct 1, 2026Factno URL
Portfolio pageSep 16, 2026Factno URL
Portfolio pageSep 13, 2026Factno URL
Private funds reported11Jul 8, 2026FactForm ADV
Private funds reported11Jul 8, 2026FactForm ADV
Private funds reported10Mar 29, 2024FactForm ADV
Private fund gross assets (reported)$481MJul 8, 2026FactForm ADV
Private fund gross assets (reported)$481MJul 8, 2026FactForm ADV
Private fund gross assets (reported)$199MMar 29, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$481MJul 8, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$199MMar 29, 2024FactForm ADV
Schedule a diffsadiff-1Sep 29, 2026FactForm ADV
Stated geographyasia
“geography words on the home page”
Sep 13, 2026Factno URL
Stated sectorsAI, media
“sector words on the home page”
Oct 1, 2026Factno URL
Stated sectorsBiotech, space, media
“sector words on the home page”
Sep 16, 2026Factno URL
Stated sectorsBiotech, space, industrial, media
“sector words on the home page”
Sep 13, 2026Factno URL
Stated stagesseed
“stage words on the home page”
Oct 1, 2026Factno URL
Stated stagesseed
“stage words on the home page”
Sep 16, 2026Factno URL
Stated stagesseed
“stage words on the home page”
Sep 13, 2026Factno URL
Team pageOct 1, 2026Factno URL
Team pageSep 16, 2026Factno URL
Team pageSep 13, 2026Factno URL
Venture funds reported11Jul 8, 2026FactForm ADV
Venture funds reported11Jul 8, 2026FactForm ADV
Venture funds reported10Mar 29, 2024FactForm ADV
WebsiteMar 29, 2024FactForm ADV
Site titleOct 1, 2026Factno URL
Site titleSep 16, 2026Factno URL
Site titleSep 13, 2026Factno URL
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, probableShow
Importance
48
elevated
Active deployment
36
elevated
Emerging
0
low
Freshness
100
high
Institutional venture firm · probableSEC registered investment adviser

Venture manager, reported GAV $481M across 15 vehicles

The inputs behind each score
importance
gav: 0.51 · funds: 1 · people: 0.16 · investments: 0.22 · co investors: 0.55
active deployment
investments 12m: 0.38 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: 2026-05-06
emerging manager
fund count: 15 · reported gav: $481M · first adv filing: 2021-07-07 · years since first filing: 5.2

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Fits

1 scored match, best firstas of
  • score 20.4confidence 80%
    Why: activity; cap table

Scored by DFX match engines from the record's observed portfolio, stage, geography and recent activity. A fit is a reason to look, not a mandate; the blockers say what the model could not confirm. Names and the evidence sentences show with the names on this page.