FormDSignal

RAYMOND JAMES

Custodian · NEW YORK, United States

Funds served
9
Advisers served
1
Gross assets on those funds
$2.3B
Client launches, 12 months
52

Form D launches by this custodian's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name RAYMOND JAMES on an existing fund. For RAYMOND JAMES: your clients' new funds. For everyone else: launches where RAYMOND JAMES is the incumbent to beat.

52 launches in the last 12 months by advisers that already use RAYMOND JAMES, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming RAYMOND JAMES as custodian

  • STEPSTONE ATLANTIC FUND, L.P. - PRIVATE MARKETS SERIES 2014
  • STEPSTONE TACTICAL GROWTH FUND III, L.P.
  • STEPSTONE TACTICAL GROWTH FUND III OFFSHORE HOLDINGS, L.P.
  • STEPSTONE TACTICAL GROWTH FUND II, L.P.
  • STEPSTONE ATLANTIC FUND, L.P. - PRIVATE MARKETS SERIES 2022

All 9 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Source: each adviser's latest Form ADV, Schedule D Section 7.B.(1), as filed on IAPD. Provider names are as written by the adviser; the same firm can appear under several legal entities.