RAYMOND JAMES INVESTMENT MANAGEMENT
Firm details
- Headquarters
- ST PETERSBURG, Florida
- CRD number
- 174904
- Registered since
- July 6, 2015
- Website
- www.carillontower.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies99.99%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Raymond James Investment Management is a corporate investment adviser organized as a hedge-fund manager that registered with the SEC in 2015. Its client base combines high‑net‑worth individuals and families with institutional relationships. The firm offers portfolio management across separately managed accounts, investment companies and pooled investment vehicles, and charges both asset‑based fees and performance‑linked fees. Regulatory and business affiliations extend beyond pure advisory activity: the firm is connected with broker‑dealer, trust, insurance and banking/thrift activities and acts in sponsor and manager roles for pooled vehicles. The firm does not present itself as an ESG‑focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2ERIC WILWANT
Chief Operating OfficerCRD 2256062
DAMIAN SOUSA
Chief Compliance OfficerCRD 2061882
Contacts
3 of 32DALE STOVER
Managing AdvisorCRD 4467181
JASON JACKSON
Senior AdvisorCRD 4753917
Michael Schaefer
Registered RepresentativeCRD 7379746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ST PETERSBURG, FL
PINELLAS
Location
ST PETERSBURG, FL
Headquartered in ST PETERSBURG, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 780 Carillon Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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