Asset ManagerRIA · CRD 144871SEC-Registered

Updated:

CREDIT UNION INVESTMENT SERVICES

CREDIT UNION INVESTMENT SERVICES is an SEC-registered investment adviser in RALEIGH, NC. The firm manages $110,960 in regulatory assets. It has 258 employees...

CREDIT UNION INVESTMENT SERVICES

CREDIT UNION INVESTMENT SERVICES is an SEC-registered investment adviser in RALEIGH, NC. The firm manages $110,960 in regulatory assets. It has 258 employees and 258 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Who manages investment decisions at Credit Union Investment Services?

Public records do not disclose named investment professionals or a CEO/CIO for Credit Union Investment Services. The firm's leadership team is not listed on any readily accessible source.

What types of assets does Credit Union Investment Services invest in?

The firm focuses on fixed-income securities and private credit, with additional exposure to real estate and alternative assets. Its strategy is designed to meet the regulatory and liquidity requirements of credit union clients.

Is Credit Union Investment Services a single-family office or an asset manager?

Credit Union Investment Services operates as an asset manager, not a family office. It serves multiple credit union clients by pooling their capital for institutional-grade investments.

How does the firm's cooperative model work?

Member credit unions pool their capital into a common investment vehicle, which allows smaller institutions to access diversified portfolios and professional management that would otherwise be unavailable to them individually.

What is Credit Union Investment Services' geographic focus?

The firm serves credit unions across the United States, with no international operations publicly identified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles