COUNTERPOINTE INVESTMENT MANAGEMENT LLC

Overview

Counterpointe Investment Management LLC operates as a fee-based adviser that focuses on portfolio management for businesses and institutions. The firm is organized as a limited liability company and reports a percentage-of-AUM fee model. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not classified as a capital allocator. The firm is also affiliated with sponsor and managerial roles—acting in capacities such as sponsor, general partner, or managing member for pooled investment vehicles and related structures, and it lists ties to other investment-adviser-type activities including CPO/CTA and an insurance company relationship. The SEC registration year shown is 2025. The firm’s structure and filings indicate it runs concentrated, account-level mandates rather than a broad retail client base. All advisory activity disclosed is limited to portfolio management for business or institutional clients, and the manager reports that it holds non-discretionary mandates, which implies clients retain final trading decision authority on the accounts it advises.

Assets & Accounts

Investments & Alternatives

Location & Offices