RIA Intel›Advisers›California›CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

Advisory

N·SAN DIEGO, CA

Data as of Oct 31, 2024 · Source: SEC Form ADV

Total AUM

$5.4B

1-Year AUM Growth

+14.3%

3-Year CAGR

+9.4%

Employees

523

Assets Under Management

Total AUM$5.4B

Discretionary AUM$3.5B

Non-Discretionary AUM$1.9B

Discretionary %65%

Total Clients23,170

Team

Total Employees523

Investment Advisers791

Employee Growth (1Y)-1.0%

Filing History

Total Filings on Record101

First FilingMay 18, 2001

Latest FilingOct 31, 2024

🔒 Full AUM trend chart and 101 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CUSO FINANCIAL SERVICES, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.