Counterpoint Capital LLC is a large advisory firm based in New York. It manages $917.33 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2001.
Counterpoint Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Counterpoint Capital LLC is $917.33 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Counterpoint Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Pankaj Ghemawat has been acting as President since 1 Apr 2000. John David Foy joined the executive team most recently as the President.
The principal office where Counterpoint Capital LLC performs its advisory services is located at 570 Lexington Ave. 25 Th Fl., New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-750-1320 or by fax 212-750-1525. The normal business hours are 9 am - 6 pm on Monday - Friday.