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Jennifer Sein To

Counterpoint Asset Management LLC

San Diego, CA

San Diego, CA

CRD 5969361

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Employer firm

Counterpoint Asset Management LLC CRD 164291

$90.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • CREATES AND LICENSES INDEXES

From the firm’s Form ADV. Read the guides:

Current Employers
Counterpoint Asset Management Llc

12770 High Bluff Dr Suite 380, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-11-16
  • CA RA
    APPROVED
    Since 2016-11-16

Branch Locations

12760 High Bluff Drive #280, San Diego, CA 92130 • United States

12770 High Bluff Dr Suite 380, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Counterpoint Asset Management Llc San Diego CA 06/2016 Present
Other Businesses

Investment analyst at Counterpoint Mutual Funds, starting June 2016, 30 hours/week devoted to the other business, 30 hours per securities trading hours. Manages investment portfolios of affiliated mutual fund advisor.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-06
  • S65 Uniform Investment Adviser Law Examination
    2016-09-06

View on SEC IAPD

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