SourcingSourcing

COUNTERPOINT MUTUAL FUNDS, LLC

C25
CRD 172379·SEC 801-80197·SAN DIEGO, CA
AUM
$3.24B
$1B+
Est. Revenue
$32.4M
@ 1% on AUM
Est. EBITDA
$9.7M
@ 30% margin
Est. Deal Value
$77.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COUNTERPOINT MUTUAL FUNDS, LLC
CRD
172379
SEC file #
801-80197
EIN
465751641
DBA names
Counterpoint Funds

Economics

AUM
$3.24B
AUM band
$1B+
AUM trajectory
'20'26
$378.9M → $3.24B▲ +755%
Client mix
Investment Companies5

Operations

Employees (total)
15
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
SAN DIEGO CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
twitter.com/cpmutualfunds(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KOUDSI, JOHN, CHARLES
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
KOUDSI, JOHN, CHARLES
KRAUSE, DANIEL, WENDELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001698461
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2019-09-13
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
21
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001172661-26-001540

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
12770 HIGH BLUFF DRIVESUITE #380SAN DIEGO, CA 92130
Business
12770 HIGH BLUFF DRIVESUITE #380SAN DIEGO, CA 92130
Edgar EIN
465751641
Edgar Recent Filings
13F-HR2026-04-27 · 0001172661-26-001540
13F-HR2026-02-12 · 0001172661-26-000678
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2724676
Trust Company Affiliate
No

People (9)

9
KOUDSI, JOHN, CHARLES
Direct Owner · 37.5%
2724676
DANIEL WENDELL KRAUSE
Direct Owner · 37.5%
2158274
MICHAEL BENNETT KRAUSE
Direct Owner · 37.5%
6070514
BLACK, DAHLIA, D
Executive Officer · 2.5%
3026273
JOSEPH EDWARD ENGELBERG
IAR
6104369
MATTHEW EDWIN PARKHURST
IAR
5692691
MICHAEL DAVID JONES
IAR
3243397
MICHAEL MCGRATH
IAR
6190185
LANCE WORDELMANN
IAR
4060182