CRD: 164291
Counterpoint Asset Management LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Value ridgeAlpha atlas
- Established Date
- 07-30-2012
- Office Locations
- 4
Office Locations
About Counterpoint Asset Management LLC
Counterpoint Asset Management is a California RIA providing absolute-return focused investment management using tactical, diversified quantitative strategies aimed at reducing portfolio volatility. Portfolios are fund-driven, implemented primarily with mutual funds and ETFs, and delivered through customized separately managed accounts. The firm conducts advisory business in California and Arizona where properly licensed/notice-filed.
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Owner & Executives
DANIEL WENDELL KRAUSE
CHIEF MARKETING OFFICER, Managing Member, Vice President
- CRD
- #2158274
- Ownership
- 50% but less than 75%
MICHAEL BENNETT KRAUSE
CHIEF OPERATING OFFICER, Managing Member
- CRD
- #6070514
- Ownership
- 50% but less than 75%
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Michael Brooks Taylor
Director
- CRD
- #7812274
JENNIFER SEIN TO
Operations Analyst
- CRD
- #5969361
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,627,386 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,627,386 | -- |
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Separately Managed Accounts
Total SMA Asset: $90,627,386
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,499,478,620 | 30.1% |
| Equity - Exchange | $1,708,708,195 | 34.3% |
| Cash | $1,773,469,731 | 35.6% |
| Total | $4,981,656,546 | 100.0% |