Counterpointe Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 23, 2026, reports $1.1B in regulatory assets under management, 36 employees, and 2 accounts.
Assets Under Management
$1.1B
Employees
36
Offices
--
Total Clients
<5
Primary office
STAMFORD, CT
100 FIRST STAMFORD PLACE, SUITE 615, STAMFORD, CT, United States
Total regulatory assets under management$1.1Bas of March 23, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.1B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts2
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee—
10Y Employee Change+1 (+2.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.