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| Keyboard |
| Cusource LLC
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|---|---|
| CRD # | 44970 |
| SEC # | 801-35725 |
| CIK # | |
| AUM | 52.37 B (2026-03-27) |
| Employees | 7 (86% Investors, 14% Brokers) |
| Phone | 800-442-6427 |
| Address | 6801 Parkwood Boulevard Plano, TX 75024-7198 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 80 | 52.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 52.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 80 | 52.4 |
| Total | 80 | 52.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 52.4 | |
| Total | 80 | 52.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
USI Advisors Inc
✚
|
CT | 56.28 B |
|
Pinestone Asset Management Inc
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|
54.13 B | |
|
First Sentier Investors Australia IM Ltd
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52.93 B | |
|
VantagePoint Investment Advisers LLC
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|
DC | 52.93 B |
|
Aegon Asset Management UK PLC
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|
52.63 B | |
|
Virtus Investment Advisers LLC
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|
CT | 51.74 B |
|
Lightspeed Management Company LLC
✚
|
CA | 50.01 B |
|
Thrivent Asset Management LLC
✚
|
MN | 47.99 B |
|
StepStone Group Europe Alternative Investments Limited
✚
|
47.29 B | |
|
NLG Capital LLC
✚
|
VT | 46.55 B |