Counterpointe Investment Management LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 333864
- Registered since
- May 13, 2025
- Custodians
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Counterpointe Investment Management LLC is an SEC-registered institutional registered investment adviser organized as an LLC. The firm’s SEC registration is recorded in 2025 and it reports ownership by a domestic entity and an individual. Its primary advisory activity is portfolio management for businesses or institutions, and it charges fees based on a percentage of assets under management. Filings indicate Counterpointe is not a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consultant adviser. Regulatory and industry affiliations listed on the firm’s filings include roles beyond a traditional RIA — such as other investment adviser, commodity pool operator/commodity trading advisor, insurance company, sponsor of limited partnerships (excluding pooled investment vehicles), and sponsor/GP/managing member of pooled investment vehicles — which suggests involvement in sponsor or management roles for sponsored vehicles in addition to advisory work.
Assets & Accounts
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
Location
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 100 First Stamford Pl
- Time zone
- ET (UTC-5)
- Office locations
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