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 a limited liability company that operates as an institutional registered investment adviser serving institutional clients. The firm has been SEC-registered since 2014 and is owned by an individual. Its advisory focus is portfolio management for investment companies, and it charges fees based on a percentage of assets under management. Counterpoint Funds does not identify as an active ESG investor, does not act as a capital allocator, and is not structured as a multi-state or pension consultant 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
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 11Active vs passive
$1.1B in ETFs
93%
$1B
7%
$81.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $154M | 205,717 | 13.76% |
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
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