Fundraisers / CU Investment Solutions LLC
FundraiserRegistered broker-dealer
CU Investment Solutions LLC
FINRA 43753 · placing rounds since Jan 2022
7company rounds placed
2in the last two years, last Sept 2025
$66Msold in the rounds they placed
1.0%typical commission; the median firm takes 4.9%
Named on 7 Form D filings as paid to sell the offering: 7 for operating companies.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q3124Q1124Q4125Q3
What they place
- Other Banking and Financial Services100%
How big the rounds are
- Under $1M1
- $1M to $5M1
- $5M to $20M4
- $20M to $100M1
- $100M+0
Where the companies are
IL2WY2GA1ID1WA1
Rounds they placed
FiledIssuerIndustrySold
Sept 2025Harborstone Credit UnionAgents: Alloya Corporate Federal Credit UnionOther Banking and Financial Services$20M
Nov 2024Blue Federal Credit UnionAgents: Alloya Corporate Federal Credit UnionOther Banking and Financial Services$10M
Jan 2024Blue Federal Credit UnionAgents: Alloya Corporate Federal Credit UnionOther Banking and Financial Services$15M
Jul 2023Encurage Financial Network Credit UnionAgents: Alloya Corporate Federal Credit UnionOther Banking and Financial Services$500k
Jan 2023Georgia United Credit UnionOther Banking and Financial Services$8.0M
May 2022East Idaho Credit UnionAgents: Alloya Corporate Federal Credit UnionOther Banking and Financial Services$10M
Jan 2022First Financial Credit UnionAgents: Alloya Corporate Federal Credit UnionOther Banking and Financial Services$2.0M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
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