Private Market View

Raymond James Financial (NYS: RJF)

Other · Saint Petersburg, Florida

AUM
$245K
Portfolio companies
Recorded deals
Last investment

Key facts

  • Raymond James Financial (NYS: RJF) is a other based in Saint Petersburg, Florida.

About Raymond James Financial (NYS: RJF)

Raymond James Financial is a money management firm based in Saint Petersburg, Florida. Established in 1962, the firm along with its subsidiaries provides investment and financial planning services, in addition to investment banking and asset management. Its broad range of investment banking services includes debt and equity capital-raising services through public and private offerings, merger and acquisition advisory services including sales and divestitures, tender offers, leveraged buyouts, takeover defenses, fairness opinions, and corporate restructuring and reorganization. The assets of the firm are managed and governed by the board of directors. This firm is a Registered Investment Adviser (RIA).

Registered with the SEC

Form ADV · 2026-04 · CRD 333911
Regulatory AUM
Private fund assets
Private funds
Staff
4
Registered office
MISSOULA, MT
SEC status
120-Day Approval

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WILLOW CREEK CAPITAL MANAGEMENT, INC.).

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Portfolio

Portfolio — not yet on record

No portfolio companies for Raymond James Financial (NYS: RJF) are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is Raymond James Financial (NYS: RJF)'s AUM?
Raymond James Financial (NYS: RJF) manages approximately $245K in assets.