COUNTERPOINT ASSET MANAGEMENT LLC

Overview

Counterpoint Asset Management LLC is a boutique adviser that manages portfolios for individual and family clients and small businesses, charging fees as a percentage of assets under management. The firm focuses on discretionary portfolio management and also acts as a capital allocator by selecting third‑party advisers and external managers when appropriate. Its filings indicate a preference for public funds and mutual funds as the primary vehicle for client exposure, while maintaining an allocation to specialist alternative strategies in commodities and oil & gas through external managers. Investment activity centers on pooled public vehicles rather than concentrated single‑security bets. The firm does not position itself as an active ESG investor, and its advisory scope is oriented to direct portfolio management and manager selection rather than pension consulting or institutional advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices