|
⚲
|
| Cusource LLC
✚
| |
|---|---|
| CRD # | 44970 |
| SEC # | 801-35725 |
| CIK # | |
| AUM | $44.7 BB (2024-03-22) |
| Employees | 7 (86% Investors, 14% Brokers) |
| Phone | 800-442-6427 |
| Address | 6801 Parkwood Boulevard Plano, TX 75024-7198 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 78 | 44.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 78 | 44.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 78 | 44.7 |
| Total | 78 | 44.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 44.7 | |
| Total | 78 | 44.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
GE Investment Management Corp
✚
|
CT | 45.8 |
|
MML Investment Advisers LLC
✚
|
MA | 45.6 |
|
Capital Bank and Trust Company
✚
|
CA | 45.4 |
|
Newton Investment Management Ltd
✚
|
45.2 | |
|
DWS International GmbH
✚
|
45.0 | |
|
Pinestone Asset Management Inc
✚
|
44.3 | |
|
MEAG New York Corporation
✚
|
NY | 43.9 |
|
Global X Management Company LLC
✚
|
NY | 43.8 |
|
Securian Asset Management Inc
✚
|
MN | 43.0 |
|
Milliman Financial Risk Management LLC
✚
|
IL | 42.9 |