Investment adviser · CRD 333864
COUNTERPOINTE INVESTMENT MANAGEMENT LLC
Investment adviser filing (IA)
STAMFORD, CT, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $1.05B Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 36 Reported in this filing
- Advisory professionals
- 22 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Insurance companies | Fewer than 5 | $1,047,740,128 | 100.0% |
Filing source
Form ADV 2131806 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets
Principal office
100 FIRST STAMFORD PLACE, SUITE 615STAMFORD, CT, 06902, United States
CRD 333864
Filing source
Form ADV 2131806 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.