FormDSignal

RAYMOND JAMES & ASSOCIATES, INC.

Prime broker · ST. PETERSBURG, United States · NEW YORK, United States · ST PETERSBURG, United States

Funds served
8
Advisers served
3
Gross assets on those funds
$406.3M
Client launches, 12 months
7

Form D launches by this prime broker's clients

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

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

Funds naming RAYMOND JAMES & ASSOCIATES, INC. as prime broker

  • CAZ PRIVATE EQUITY ACCESS FUND II, L.P. - ONSHORE (QP) SERIES
  • CAZ PRIVATE EQUITY ACCESS FUND II, L.P. - OFFSHORE SERIES
  • CAZ PARTNERS FUND, L.P. - PRIVATE EQUITY ACCESS PORTFOLIO
  • CAZ PRIVATE EQUITY ACCESS FUND II, L.P. - ONSHORE SERIES
  • GRESHAM PRIVATE EQUITY STRATEGIES, LP (2014 SERIES)

All 8 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.