Counterpoint Mutual Funds, LLC
● SEC registered since 2014CRD 172379SEC# 801-80197San Diego, CA
Reg. AUM
$3.24B
Employees
15
Accounts
5
Location
San Diego, CA
Counterpoint Mutual Funds, LLC assets under management
Counterpoint Mutual Funds, LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2014. It reports $3.2 billion in regulatory assets under management and employs 15 people.
Counterpoint Mutual Funds, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dahlia Delceta Black | 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 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Counterpoint Mutual Funds, LLC manage?
Counterpoint Mutual Funds, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Counterpoint Mutual Funds, LLC have?
Counterpoint Mutual Funds, LLC reports 15 employees.
Where is Counterpoint Mutual Funds, LLC located?
Counterpoint Mutual Funds, LLC is based in San Diego, CA and has been SEC-registered since 2014.
Does Counterpoint Mutual Funds, LLC disclose fund performance?
Counterpoint Mutual Funds, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12770 High Bluff Drive, Suite 380, 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 |
Regulatory AUM
$3.24B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$3.24Bregulatory AUM
Discretionary $3.24B