COUNTERPOINT MUTUAL FUNDS, LLC
Legal name: COUNTERPOINT FUNDS
CRD #172379 SEC #801-80197 SAN DIEGO, CA 858-771-4000
SEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
Employees
9
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2.6B | $2.6B | $0 | 9 | 5 |
| Mar 2025 | $2.6B | $2.6B | $0 | 9 | 5 |
| Sep 2024 | $1.7B | $1.7B | $0 | 9 | 5 |
| Feb 2024 | $1.7B | $1.7B | $0 | 9 | 5 |
| Nov 2023 | $1.4B | $1.4B | $0 | 8 | 4 |
| Apr 2023 | $1.4B | $1.4B | $0 | 8 | 4 |
| Mar 2023 | $1.4B | $1.4B | $0 | 8 | 4 |
| Jan 2023 | $970.7M | $970.7M | $0 | 8 | 0 |
| Dec 2022 | $970.7M | $970.7M | $0 | 8 | 0 |
| Apr 2022 | $970.7M | $970.7M | $0 | 8 | 0 |
| Mar 2022 | $970.7M | $970.7M | $0 | 8 | 0 |
| Dec 2021 | $949.8M | $949.8M | $0 | 7 | 0 |
| Mar 2021 | $648.9M | $648.9M | $0 | 6 | 0 |
| Apr 2020 | $474.2M | $474.2M | $0 | 5 | 0 |
| Mar 2019 | $378.9M | $378.9M | $0 | 5 | 0 |
| Aug 2018 | $436.8M | $436.8M | $0 | 5 | 0 |
| Mar 2018 | $436.8M | $436.8M | $0 | 5 | 0 |
| Jul 2017 | $399.5M | $399.5M | $0 | 7 | 1 |
| Feb 2017 | $254.3M | $254.3M | $0 | 7 | 1 |
| May 2016 | $146.7M | $146.7M | $0 | 4 | 1 |
| Mar 2016 | $122.5M | $122.5M | $0 | 4 | 1 |
| Jan 2016 | $105.2M | $105.2M | $0 | 4 | 1 |
| Nov 2015 | $83M | $83M | $0 | 3 | 1 |
| Apr 2015 | $26.6M | $26.6M | $0 | 3 | 1 |
| Feb 2015 | $8.5M | $8.5M | $0 | 3 | 1 |
| Dec 2014 | $0 | $0 | $0 | 2 | 0 |
| Aug 2014 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees9
Clients5
DateMar 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees9
Clients5
DateSep 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees9
Clients5
DateFeb 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees9
Clients5
DateNov 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients4
DateApr 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients4
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients4
DateJan 2023
Total AUM$970.7M
Discretionary$970.7M
Non-Disc.$0
Employees8
Clients0
DateDec 2022
Total AUM$970.7M
Discretionary$970.7M
Non-Disc.$0
Employees8
Clients0
DateApr 2022
Total AUM$970.7M
Discretionary$970.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$970.7M
Discretionary$970.7M
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$949.8M
Discretionary$949.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$648.9M
Discretionary$648.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$474.2M
Discretionary$474.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$378.9M
Discretionary$378.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$436.8M
Discretionary$436.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$436.8M
Discretionary$436.8M
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$399.5M
Discretionary$399.5M
Non-Disc.$0
Employees7
Clients1
DateFeb 2017
Total AUM$254.3M
Discretionary$254.3M
Non-Disc.$0
Employees7
Clients1
DateMay 2016
Total AUM$146.7M
Discretionary$146.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees4
Clients1
DateJan 2016
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees4
Clients1
DateNov 2015
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees3
Clients1
DateApr 2015
Total AUM$26.6M
Discretionary$26.6M
Non-Disc.$0
Employees3
Clients1
DateFeb 2015
Total AUM$8.5M
Discretionary$8.5M
Non-Disc.$0
Employees3
Clients1
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0