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Manager · Counterpointe Investment Management LLC

Nathaniel A. Barker

CRD 2130230 · Named on Form ADV at one SEC-registered adviser

At a glance

Counterpointe Investment Management LLC, an SEC-registered asset manager based in Stamford, CT with $1.0 billion in regulatory assets, lists Nathaniel A. Barker on its Form ADV as Manager, a control person.

Firms and roles

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Nathaniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathaniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.