Counterpointe Investment Management LLC

Overview

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.

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Location & Offices