Counterpointe Investment Management LLC

Overview

Counterpointe Investment Management LLC is a limited liability company registered with the SEC in 2025 and operates as an institutional registered investment adviser that focuses on portfolio management for businesses and other institutions. The firm charges fees as a percentage of assets under management and reports it does not act as a capital allocator. It is not positioned as an ESG-active manager, is not a multi-state adviser, and does not list pension consulting or related-adviser roles. Ownership is recorded as a combination of a domestic entity and an individual. Beyond advisory work, Counterpointe identifies several industry roles and affiliations: it lists activity as an investment adviser and connections to CPO/CTA functions, insurance-company relationships, and as a sponsor or managing member of pooled investment vehicles, including sponsor-of-LP and GP responsibilities. Those affiliations suggest the firm can participate in structuring or sponsoring pooled investment vehicles in addition to running client portfolios.

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Location & Offices