← Back to searchVisit website
COUNTERPOINT FUNDS
COUNTERPOINT MUTUAL FUNDS, LLC
CRD 172379 · SEC 801-80197
12770 HIGH BLUFF DRIVE, SUITE 380, SAN DIEGO, CA, 92130, United States
Phone
858-771-4000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.24B
Discretionary AUM
$3.24B
Team
15 total employees; 6 advisory reps; 5 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (investment companies)MODEL DELIVERY TO TAMP PLATFORMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 5 | $3.24B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD