Cuso Financial Services, L.P.
CRD 42132SEC# 801-60300San Diego, CA
No longer SEC-registered. Cuso Financial Services, L.P. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$5.38B
Employees
791
Accounts
29,354
Location
San Diego, CA
Cuso Financial Services, L.P. assets under management
Cuso Financial Services, L.P. is an SEC-registered investment adviser based in San Diego, CA. It reports $5.4 billion in regulatory assets under management and employs 791 people.
Cuso Financial Services, L.P. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Candelmo Hawley Control | Corporate Secretary | Under 5% | 2023 |
| Aws 1, LLC Control | General Partner | 25-50% | 2017 |
| Aws 3, Inc. Control | Limited Partner | Over 75% | 2017 |
| Laura Nicole White | Advisory Chief Compliance Officer | Under 5% | 2023 |
| Mary Kathryn Simonson | Chief Compliance Officer | Under 5% | 2024 |
| Theodore Robert Horwith | Chief Financial Officer, Finop | Under 5% | 2021 |
| Atria Wealth Solutions, Inc. Control | Shareholder | Over 75% | 2018 |
| Aws 3, Inc. Control | Member | Over 75% | 2017 |
| Lpl Financial Holdings, Inc. Control | Parent Company | Over 75% | 2024 |
| Lpl Holdings, Inc. Control | Shareholder | Over 75% | 2024 |
Frequently asked questions
How much does Cuso Financial Services, L.P. manage?
Cuso Financial Services, L.P. reports $5.4 billion in regulatory assets under management on its Form ADV.
How many employees does Cuso Financial Services, L.P. have?
Cuso Financial Services, L.P. reports 791 employees.
Where is Cuso Financial Services, L.P. located?
Cuso Financial Services, L.P. is based in San Diego, CA.
Does Cuso Financial Services, L.P. disclose fund performance?
Cuso Financial Services, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10150 Meanley Drive, 1st Floor, San Diego, CA 92131 |
| Office hours | 8:00a.m. - 4:30p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$5.38B▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,306 advisers
EmployeesTop 1%
More than 99% of 16,824 advisers
Assets under management
$5.38Bregulatory AUM
Discretionary $3.5BNon-discretionary $1.88B