# CU Investment Solutions LLC: fundraiser

> CU Investment Solutions LLC placed 7 company rounds filed with the SEC, most recently Sept 2025. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/cu-investment-solutions-llc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / CU Investment Solutions LLC

Fundraiser Registered broker-dealer

# CU Investment Solutions LLC

FINRA 43753 · placing rounds since Jan 2022

**7** company rounds placed

**2** in the last two years, last Sept 2025

**$66M** sold 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.

**1** 23Q3 **1** 24Q1 **1** 24Q4 **1** 25Q3

## What they place

- Other Banking and Financial Services **100%**

## How big the rounds are

- Under $1M **1**
- $1M to $5M **1**
- $5M to $20M **4**
- $20M to $100M **1**
- $100M+ **0**

## Where the companies are

**IL** 2 **WY** 2 **GA** 1 **ID** 1 **WA** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/cu-investment-solutions-llc)[Everything, funds and real estate too](https://millionrounds.com/providers/cu-investment-solutions-llc?show=all)

Filed Issuer Industry Sold

Sept 2025 Harborstone Credit Union Agents: Alloya Corporate Federal Credit Union Other Banking and Financial Services **$20M**

Nov 2024 Blue Federal Credit Union Agents: Alloya Corporate Federal Credit Union Other Banking and Financial Services **$10M**

Jan 2024 Blue Federal Credit Union Agents: Alloya Corporate Federal Credit Union Other Banking and Financial Services **$15M**

Jul 2023 Encurage Financial Network Credit Union Agents: Alloya Corporate Federal Credit Union Other Banking and Financial Services **$500k**

Jan 2023 Georgia United Credit Union Other Banking and Financial Services **$8.0M**

May 2022 East Idaho Credit Union Agents: Alloya Corporate Federal Credit Union Other Banking and Financial Services **$10M**

Jan 2022 First Financial Credit Union Agents: Alloya Corporate Federal Credit Union Other 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.

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

## A badge for their site

It shows their latest standing in the quarterly rankings and links back here.

## Is this CU Investment Solutions LLC?

Claim the page to describe your work in your own words. Free.

[Claim this page](https://millionrounds.com/providers/join?kind=fundraiser)[All fundraisers](https://millionrounds.com/fundraisers)