Counterpoint Mutual Funds is an investment advisor in San Diego with $1.35 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
465751641
SEC advisor number
801-80197
FINRA CRD number
172379
AUM ?
$1.35 bn
(as of 20 Apr 23)
Accounts
4
(as of 20 Apr 23)
Employees
8
(4 investment advisory or research)
Office hours
Monday - Friday, 9 AM - 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Koudsi, John, Charles | Managing Member, Chief Strategic Officer | 06/2014 | 25-50% |
Krause, Michael, Bennett | Managing Member, Chief Compliance Officer, Chief Operating Officer | 06/2014 | 25-50% |
Krause, Daniel, Wendell | Managing Member, Chief Marketing Officer | 02/2015 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22