Best Investors
Account
Sign in
Best Investors
Account
Sign in
12770 High Bluff Dr Suite 380, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-03-08 |
| CA | RA | APPROVED | 2012-07-30 |
Branch Locations
12770 High Bluff Dr Suite 380, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Counterpoint Asset Management Llc | San Diego | CA | 05/2012 | Present |
| Counterpoint Mutual Funds, Llc | San Diego | CA | 06/2014 | Present |
Passive investment stake in ROMULUS Group LLC, a company that may make passive equity purchases in private oil and gas partnerships, and is not an active investment related role. Managing Member and co-investor. Address: 6278 N FEDERAL HIGHWAY BOX 447 FORT LAUDERDALE, FL 33308. Start date: September 2023. No time is spent on this activity in a typical month. Zero time during trading hours. Active Investment stake in COUNTERPOINT MUTUAL FUNDS, LLC, a SEC registered investment advisor. It is an investment related role. Managing Member. Address: 12770 High Bluff Dr, Suite #380, San Diego CA, 92130. Start Date: June 2014. Full time, at least 40 hours per week is spent on this activity during the week, all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-14 |
Reach out to this advisor