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 institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm is SEC-registered (registered in 2014) and primarily serves institutional clients, charging fees as a percentage of assets under management. Its reported advisory activity is portfolio management for investment companies. Counterpoint Funds does not identify as an active ESG investor.
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
Matthew Parkhurst
Regional Vice PresidentCRD 5692691
Michael Mcgrath
Regional Vice PresidentCRD 6190185
Michael Krause
Co-Founder & Portfolio ManagerCRD 6070514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$831M in ETFs
90%
$750M
10%
$80.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $295M | 3,214,569 | 35.47% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 12770 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
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