Counterpoint Mutual Funds, Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $3.2B
- Clients
- 5
- Avg AUM / client
- $648M
- Accounts
- 5
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 5 | $3.2B | 100.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Charles Koudsi | Managing Member, Chief Strategic Officer | CFP | Jun 2014 (12y) | 25% – 50% |
| Michael Bennett Krause | Managing Member, Chief Operating Officer | CFA | Jun 2014 (12y) | 25% – 50% |
| Daniel Wendell Krause | Managing Member, Chief Marketing Officer | Feb 2015 (12y) | 25% – 50% | |
| Black, Dahlia, D | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Joseph Edward Engelberg | Registered representative | Feb 2026 (0y) | ||
| Lance Wordelmann | Registered representative | Feb 2026 (0y) | ||
| Matthew Edwin Parkhurst | Registered representative | Feb 2026 (0y) | ||
| Michael Mcgrath | Registered representative | Feb 2026 (0y) | ||
| Michael David Jones | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗