Counterpointe Investment Management LLC
● SEC registered since 2025CRD 333864SEC# 801-132763Stamford, CT
Reg. AUM
$1.07B
Employees
36
Accounts
2
Location
Stamford, CT
Counterpointe Investment Management LLC assets under management
Counterpointe Investment Management LLC is an SEC-registered investment adviser based in Stamford, CT. The firm has been registered since 2025. It reports $1.1 billion in regulatory assets under management and employs 36 people.
Counterpointe Investment Management LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Sean McCarthy Control | Cco | Under 5% | 2024 |
| Csa Intermediate Holdco LLC Control | Member | Over 75% | 2024 |
| Eric John Alini Control | Ceo | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Counterpointe Investment Management LLC manage?
Counterpointe Investment Management LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Counterpointe Investment Management LLC have?
Counterpointe Investment Management LLC reports 36 employees.
Where is Counterpointe Investment Management LLC located?
Counterpointe Investment Management LLC is based in Stamford, CT and has been SEC-registered since 2025.
Does Counterpointe Investment Management LLC disclose fund performance?
Counterpointe Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 First Stamford Place, Suite 615, Stamford, CT 06902 |
| Phone | 855-431-4400 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.07B▲ 56%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $0Non-discretionary $1.07B