COUNTERPOINT ASSET MANAGEMENT LLC

COUNTERPOINT ASSET MANAGEMENT LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 164291). Regulatory assets under management: $90.6M.

Registration

• CRD: 164291
• Type: Registered investment adviser
• Location: 12770 HIGH BLUFF DR, SAN DIEGO, CA, 92130
• Phone: 858-314-9300
• Latest filing: 2026-01-15
• Regulatory AUM: $90.6M
• Discretionary AUM: $90.6M
• Clients: 6
• Accounts: 270

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164291 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search