Best Investors Account Sign in
Inactive

Joseph Edward Engelberg

Counterpoint Funds

San Diego, CA

CRD 6104369

Claim This Profile
Employer firm

Counterpoint Funds CRD 172379

$3.24B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • MODEL DELIVERY TO TAMP PLATFORMS

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

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

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Nearby Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor