Counterpointe Investment Management provides investment advice to a separately managed account. They focus on C-PACE investments, commercial mortgage loans, and energy investments. Counterpointe may manage private pooled investment vehicles in the future. Counterpointe's investment decisions are based on the investment objectives and guidelines set forth in the client's Investment Management Agreement.
Assets Under Management$680M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100M
Investment management only (planning not offered)
Counterpointe Investment Management charges management fees based on the asset class, calculated as a percentage of the average monthly balance each quarter, as detailed in the Investment Management Agreement. There are no performance fees for the current separately managed account, but there may be performance fees in future accounts.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.