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 limited liability company that provides portfolio management services primarily for investment companies. Founded and registered with the SEC in 2014, the adviser serves institutional clients and charges fees as a percentage of assets under management. The firm is not characterized as an active ESG investor, is not designated a multi-state adviser, and is not identified as a capital allocator or related adviser in the available record. Ownership is listed as individual rather than corporate.
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 2JOSEPH ENGELBERG
Chief Research OfficerCRD 6104369
JOHN KOUDSI
Chief Executive OfficerCRD 2724676
Contacts
3 of 7MICHAEL 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 8Active vs passive
$538M in ETFs
88%
$474M
12%
$64.6M
| 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 | $202M | 2,206,436 | 37.56% |
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
Similar firms
CLARIVEST ASSET MANAGEMENT LLC
RIASAN DIEGO, CA
LM ADVISORS LLC
RIASAN DIEGO, CA
NEOS PARTNERS, LP
RIASAN DIEGO, CA
KINGSWOOD WEALTH ADVISORS, LLC
RIASAN DIEGO, CA
IPG INVESTMENT ADVISORS, LLC
RIASAN DIEGO, CA
GLOBEFLEX CAPITAL LP
RIASAN DIEGO, CA