CUSOURCE, LLC
Legal name: CATALYST STRATEGIC SOLUTIONS
CRD #44970 SEC #801-35725 PLANO, TX 800-442-6427
SEC Registered
Total AUM
$49.2B
Discretionary
$0
Employees
7
Clients
0
Accounts
80
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $49.2B | $0 | $49.2B | 7 | 0 |
| Mar 2024 | $44.7B | $0 | $44.7B | 7 | 0 |
| Mar 2023 | $47.2B | $0 | $47.2B | 7 | 0 |
| Mar 2022 | $42.7B | $0 | $42.7B | 7 | 0 |
| Mar 2021 | $37.2B | $0 | $37.2B | 9 | 0 |
| Dec 2020 | $34.4B | $0 | $34.4B | 9 | 0 |
| Mar 2020 | $34.4B | $0 | $34.4B | 9 | 0 |
| Sep 2019 | $40.9B | $0 | $40.9B | 9 | 0 |
| Aug 2019 | $40.9B | $0 | $40.9B | 9 | 0 |
| May 2019 | $40.9B | $0 | $40.9B | 9 | 0 |
| May 2019 | $40.9B | $0 | $40.9B | 9 | 0 |
| Mar 2019 | $40.9B | $0 | $40.9B | 9 | 0 |
| Jan 2019 | $39.5B | $0 | $39.5B | 9 | 0 |
| Mar 2018 | $39.5B | $0 | $39.5B | 9 | 0 |
| Mar 2017 | $38.4B | $0 | $38.4B | 9 | 26 |
| Mar 2016 | $34.8B | $0 | $34.8B | 9 | 26 |
| Mar 2016 | $34.8B | $0 | $34.8B | 9 | 26 |
| Mar 2015 | $33.4B | $0 | $33.4B | 8 | 26 |
| Mar 2014 | $31.2B | $0 | $31.2B | 8 | 26 |
| Mar 2013 | $31.8B | $0 | $31.8B | 8 | 26 |
| Mar 2012 | $28.6B | $0 | $28.6B | 6 | 26 |
| Nov 2011 | $28.5B | $0 | $28.5B | 6 | 26 |
| Apr 2011 | $32.3B | $0 | $32.3B | 10 | -- |
| Apr 2011 | $32.3B | $0 | $32.3B | 10 | -- |
| Mar 2009 | $25.7B | $0 | $25.7B | 10 | -- |
| Mar 2008 | $28.7B | $0 | $28.7B | 10 | -- |
| Mar 2007 | $28.6B | $0 | $28.6B | 10 | -- |
| Mar 2006 | $25.1B | $0 | $25.1B | 10 | -- |
| Feb 2006 | $2.3B | $0 | $2.3B | 10 | -- |
| Mar 2004 | $2.4B | $0 | $2.4B | 10 | -- |
| Apr 2002 | $2B | $0 | $2B | 10 | -- |
DateMar 2025
Total AUM$49.2B
Discretionary$0
Non-Disc.$49.2B
Employees7
Clients0
DateMar 2024
Total AUM$44.7B
Discretionary$0
Non-Disc.$44.7B
Employees7
Clients0
DateMar 2023
Total AUM$47.2B
Discretionary$0
Non-Disc.$47.2B
Employees7
Clients0
DateMar 2022
Total AUM$42.7B
Discretionary$0
Non-Disc.$42.7B
Employees7
Clients0
DateMar 2021
Total AUM$37.2B
Discretionary$0
Non-Disc.$37.2B
Employees9
Clients0
DateDec 2020
Total AUM$34.4B
Discretionary$0
Non-Disc.$34.4B
Employees9
Clients0
DateMar 2020
Total AUM$34.4B
Discretionary$0
Non-Disc.$34.4B
Employees9
Clients0
DateSep 2019
Total AUM$40.9B
Discretionary$0
Non-Disc.$40.9B
Employees9
Clients0
DateAug 2019
Total AUM$40.9B
Discretionary$0
Non-Disc.$40.9B
Employees9
Clients0
DateMay 2019
Total AUM$40.9B
Discretionary$0
Non-Disc.$40.9B
Employees9
Clients0
DateMay 2019
Total AUM$40.9B
Discretionary$0
Non-Disc.$40.9B
Employees9
Clients0
DateMar 2019
Total AUM$40.9B
Discretionary$0
Non-Disc.$40.9B
Employees9
Clients0
DateJan 2019
Total AUM$39.5B
Discretionary$0
Non-Disc.$39.5B
Employees9
Clients0
DateMar 2018
Total AUM$39.5B
Discretionary$0
Non-Disc.$39.5B
Employees9
Clients0
DateMar 2017
Total AUM$38.4B
Discretionary$0
Non-Disc.$38.4B
Employees9
Clients26
DateMar 2016
Total AUM$34.8B
Discretionary$0
Non-Disc.$34.8B
Employees9
Clients26
DateMar 2016
Total AUM$34.8B
Discretionary$0
Non-Disc.$34.8B
Employees9
Clients26
DateMar 2015
Total AUM$33.4B
Discretionary$0
Non-Disc.$33.4B
Employees8
Clients26
DateMar 2014
Total AUM$31.2B
Discretionary$0
Non-Disc.$31.2B
Employees8
Clients26
DateMar 2013
Total AUM$31.8B
Discretionary$0
Non-Disc.$31.8B
Employees8
Clients26
DateMar 2012
Total AUM$28.6B
Discretionary$0
Non-Disc.$28.6B
Employees6
Clients26
DateNov 2011
Total AUM$28.5B
Discretionary$0
Non-Disc.$28.5B
Employees6
Clients26
DateApr 2011
Total AUM$32.3B
Discretionary$0
Non-Disc.$32.3B
Employees10
Clients--
DateApr 2011
Total AUM$32.3B
Discretionary$0
Non-Disc.$32.3B
Employees10
Clients--
DateMar 2009
Total AUM$25.7B
Discretionary$0
Non-Disc.$25.7B
Employees10
Clients--
DateMar 2008
Total AUM$28.7B
Discretionary$0
Non-Disc.$28.7B
Employees10
Clients--
DateMar 2007
Total AUM$28.6B
Discretionary$0
Non-Disc.$28.6B
Employees10
Clients--
DateMar 2006
Total AUM$25.1B
Discretionary$0
Non-Disc.$25.1B
Employees10
Clients--
DateFeb 2006
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees10
Clients--
DateMar 2004
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees10
Clients--
DateApr 2002
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees10
Clients--