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COUNTERPOINT FUNDS

SAN DIEGO, CA · CRD 172379 · IAPD ↗ · 858-771-4000

$3.24BRegulatory AUM
6Advisory reps
15Employees
5Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2025 — COUNTERPOINT FUNDS reported RAUM up 53% ($1.73B -> $2.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
March 2024 — COUNTERPOINT FUNDS reported RAUM up 28% ($1.35B -> $1.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.