# Counterpoint Asset Management LLC

> Counterpoint Asset Management LLC is a state-registered investment advisory firm in San Diego, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 164291
- Filed as: COUNTERPOINT ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164291
- AdvisorCensus page: https://advisorcensus.com/firm/counterpoint-asset-management-llc-san-diego-ca-164291

## Quick answers

**How is Counterpoint Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Counterpoint Asset Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Counterpoint Asset Management LLC located?**
Counterpoint Asset Management LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Counterpoint Asset Management LLC registered with the SEC or a state?**
Counterpoint Asset Management LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164291.

**How much does Counterpoint Asset Management LLC manage?**
Counterpoint Asset Management LLC reports $90,627,386 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**What types of clients does Counterpoint Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (245); high net worth individuals (25).

**Does Counterpoint Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164291

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $90,627,386
- Discretionary: $90,627,386
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 245 | $54,387,145 |
| High net worth individuals | 25 | $36,240,241 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- counterpointassets.com
- LinkedIn @counterpoint-asset-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Counterpoint Asset Management LLC (CRD 164291): Form ADV filing data as of October 2026.