Counterpoint Funds
Firm details
- Headquarters
- San Diego, California
- CRD number
- 172379
- Registered since
- September 15, 2014
- Website
- counterpointfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Counterpoint Funds is an SEC-registered investment adviser organized as a limited liability company and operational since 2014. It manages institutional capital and provides portfolio management services specifically for investment companies. The firm charges fees as a percentage of assets under management and is owned by an individual. Counterpoint Funds does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Joseph Engelberg
Chief Research OfficerCRD 6104369
John Koudsi
Chief Executive OfficerCRD 2724676
Contacts
3 of 7
Michael Jones
Regional Vice PresidentCRD 3243397
Dahlia Black
Senior PrincipalCRD 3026273
Michael Mcgrath
Regional Vice PresidentCRD 6190185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$601M in ETFs
87%
$520M
14%
$81.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $154M | 205,717 | 25.65% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 12770 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
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