1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COUNTERPOINT FUNDS

Map pinSAN DIEGO, CA
Phone858-771-4000
NotebookSEC #801-80197
Total AUM
$3.2B
Employees
15
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12770 HIGH BLUFF DRIVE
SUITE 380
SAN DIEGO
CA 92130
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
858-771-4000

ReceiptFinancials

Total AUM
$3.2B
Accounts
5
Discretionary
$3.2B
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Investment Company Clients
5
AUM
$3.2B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementOther Services
Other Services
MODEL DELIVERY TO TAMP PLATFORMS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account