Counterpoint Capital LLC (New York)

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.

Counterpoint Capital: assets under management

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 firm manages $917.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.96 million each.

Fees & Commissions

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.

Careers at Counterpoint Capital LLC

Pankaj Ghemawat has been acting as President since 1 Apr 2000. John David Foy joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Caballo	Owner	1 Mar 2000	50% - 75%	13-4106517
Inc. Stillwaters	Owner	1 Mar 2000	25% - 50%	13-4106521
Pankaj Ghemawat	Chairman	1 Apr 2000	Other	4376407
John David Foy	President	1 Jan 2001	Other	2821027
Helen Veronica Delbove	Secretary	1 Jan 2001	Other	1196539

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Samyak C Veera	Owner	1 Dec 1999	75% - 100%	2765439
Andrew David Beer	Owner	1 Mar 2000	75% - 100%	4374383

Based in New York

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.