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Cuso Financial Services, L.P.

CRD 42132SEC# 801-60300San Diego, CA
Export (members)
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.
View on SEC.gov ↗

Cuso Financial Services, L.P. owners & executives

10 reported
NameTitleOwnershipSince
Amanda Candelmo Hawley ControlCorporate SecretaryUnder 5%2023
Aws 1, LLC ControlGeneral Partner25-50%2017
Aws 3, Inc. ControlLimited PartnerOver 75%2017
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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

Address10150 Meanley Drive, 1st Floor, San Diego, CA 92131
Office hours8:00a.m. - 4:30p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$3.5B
Non-discretionary$1.88B
Total (RAUM)$5.38B