CATALYST STRATEGIC SOLUTIONS
CUSOURCE, LLC Legal Name
Adviser information for CATALYST STRATEGIC SOLUTIONS last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 78 | $44.7B |
| Total | 78 | $44.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 78 | $44.7B |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-35725 |
|---|---|
| SEC ERA File Number | 801-35725 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 44970 |
| Legal Entity Identifier | 75-275-5118 |
Principal Office
6801 PARKWOOD BOULEVARDPLANO
TX
United States
Monday - Friday, 8:00 A.M. - 5:30 P.M.
Tel: 800-442-6427, Fax: 214-703-7919
Chief Compliance Officer
STEVEN PHILIP HOULE
VICE PRESIDENT, ADVISORY SERVICES
6801 PARKWOOD BOULEVARD
PLANO
TX
United States
Tel:
800-442-6427
Fax:
214-703-7882
H*****@***************G
(Full email address available in API data)
Regulatory Contact
MARK WILLIAM DEBREE
PRINCIPAL
6801 PARKWOOD BOULEVARD
PLANO
TX
United States
Tel:
214-703-7873
D******@***************G
(Full email address available in API data)
Industry Affiliates
| CATALYST CORPORATE FEDERAL CREDIT UNION | Banking or thrift institution |
| CU INVESTMENT SOLUTIONS LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CATALYST CORPORATE FEDERAL CREDIT UNION | Domestic Entity | – | MEMBER | 03/1998 | > 75% |
| MCGINNIS, MICHAEL, ANDREW | Individual | – | DESIGNATED PRINCIPAL | 04/2019 | < 5% |
| HOULE, STEVEN P | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2019 | < 5% |
| DEBREE, MARK, WILLIAM | Individual | – | PRINCIPAL | 04/2019 | < 5% |