Raymond James Investment Management
Assets Under Management
$16.4B
Number of Clients
3
Number of Advisors
22
Average Client AUM
$5.5B
AUM per Advisor
$744.5M
Compensation
Fee-Only (AUM)
About This Firm
Raymond James Investment Management (RJIM) offers investment advisory services to Carillon Tower Series Hedge Fund, Carillon Family of Mutual Funds, and separately managed accounts. RJIM primarily employs affiliated investment advisers and portfolio managers. RJIM has sub-advisory agreements with Eagle, Scout, ClariVest, and Cougar.
Fee Structure
RJIM receives an advisory fee for investment management services rendered to Carillon Tower Series Hedge Fund, LLC, calculated based on a percentage of net assets in the Fund each month. The advisory fee is detailed in the Fund Private Placement Memorandum. For the Carillon PRISM Quality Factor strategy, RJIM receives an advisory fee ranging from 0.25% to 0.50%, calculated based on a percentage of net assets in the account at each calendar quarter end.
Areas of Practice
Location
780 Carillon Parkway, St Petersburg, FL, 33716