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Building 2COUNTERPOINTE INVESTMENT MANAGEMENT LLC

Map pinSTAMFORD, CT
Phone855-431-4400
NotebookSEC #801-132763
Total AUM
$1.1B
Employees
36
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 FIRST STAMFORD PLACE
SUITE 615
STAMFORD
CT 06902
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
855-431-4400

ReceiptFinancials

Total AUM
$1.1B
Accounts
2
Discretionary
$0
Accounts
0
Non-Discretionary
$1.1B
Accounts
2

ContactClients

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Insurance Company Clients
1
AUM
$1.1B

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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