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Counterpointe Investment Management, LLC

EST. AUM
$1,047,740,128

CONTACTS
6

CLIENT ACCOUNTS
2

Firm Details

Metro area Stamford
CRD Number 333864
Website counterpointesre.com
Client types

Overview

Counterpointe Investment Management LLC is a Stamford, Connecticut–based investment advisory firm, formed in October 2024. It has submitted an application to become a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission. As of April 2025, it advises a single Separately Managed Account (SMA) for an institutional client—specifically, an insurance company—under a non-discretionary investment management agreement. Counterpointe may expand in the future to include private funds and other SMA clients. The firm is majority-owned and controlled by MassMutual, a Massachusetts life insurance company. Counterpointe specializes in sustainable investment strategies focused on commercial real estate, clean energy, and infrastructure assets.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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