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Joseph Edward Engelberg

Counterpoint Funds

San Diego, CA

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Current Employers
Counterpoint Funds

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-24
  • CA RA
    APPROVED
    Since 2026-02-24

Branch Locations

12770 High Bluff Drive 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
University Of California - San Diego La Jolla CA 07/2011 Present
Counterpoint Mutual Funds San Diego CA 01/2026 Present
  • 07/2011 → Present
    University Of California - San Diego
    La Jolla, CA
  • 01/2026 → Present
    Counterpoint Mutual Funds
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-15
  • S65 Uniform Investment Adviser Law Examination
    2012-09-15

View on SEC IAPD

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