RIA Intel›Advisers›California›COUNTERPOINT MUTUAL FUNDS, LLC

COUNTERPOINT MUTUAL FUNDS, LLC

Institutional

N·SAN DIEGO, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$3.2B
1-Year AUM Growth
+27.6%
3-Year CAGR
+32.1%
Employees
6
Assets Under Management
Total AUM$3.2B
Discretionary AUM$3.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees6
Investment Advisers15
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record25
First FilingAug 7, 2014
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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