| Name | Title | Ownership | Since |
|---|---|---|---|
| Dahlia D Black Control | Chief Compliance Officer | Under 5% | 2024 |
| Daniel Wendell Krause Control | Managing Member, Chief Marketing Officer | 25-50% | 2015 |
| John Charles Koudsi Control | Managing Member, Chief Strategic Officer | 25-50% | 2014 |
Counterpoint Mutual Funds, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.
Counterpoint Mutual Funds, LLC reports 9 employees.
Counterpoint Mutual Funds, LLC is based in San Diego, CA and has been SEC-registered since 2014.
Counterpoint Mutual Funds, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12760 High Bluff Drive, Suite 280, San Diego, CA 92130 |
| Phone | 858-771-4000 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1698461 |
| Discloses disciplinary history | No |
| Discretionary | $2.63B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.63B |