# Raymond James Investment Management: portfolio, investments and team > Raymond James Investment Management is an investment firm. 3 investments on record, latest Jun 2014. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/raymond-james-investment-management (Millionrounds; every figure on the page links to its filing or article) [Investor](https://millionrounds.com/investors) # Raymond James Investment Management Last cheque observed Jun 2014. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet Investment firm Debt Venture Asset Management Cheques on record **0%** of best year **0** **cheques in 12 months**, 3 on record Since the last cheque **4528** days **00** hrs **00** min **00** sec Median round **$89M** Rounds led **0 of 3** Pitch Raymond James Investment Management ## Raymond James Investment Management highlights - 01 3 rounds on record - 02 Mostly Debt and Venture: 100% of its rounds ## What they do - **Type:** Investment firm (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Asset Management - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **3 appearances** - **2014** 2 rounds - **Jun** **[Hyperwallet Systems Inc.](https://millionrounds.com/company/hyperwallet-systems-inc)** Venture · CA **Undisclosed** With 1 other - **May** **[Compass Datacenters](https://millionrounds.com/company/compass-datacenters)** Debt · US **$65M** With 1 other - **2013** 1 round - **May** **[T5 Data Centers](https://millionrounds.com/company/t5-data-centers)** Debt · US · finsmes.com **$113M** With 2 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **6 named** DD **Damian Daniel Sousa** Chief Compliance Officer i Form ADV ER **Edward Rick Iv** Director i Form ADV EC **Eric Christian Wilwant** Chief Operating Officer, Director i Form ADV RD **Robert Daniel Kendall** President, Director i Form ADV SL **Susan Lavelle Walzer** Director i Form ADV TA **Thomas Alan James** Director i Form ADV We also hold **6** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$17B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Carillon Tower Advisers, Inc. - **SEC number:** CRD 174904 Funds on its Form ADV **3** private funds, **$146M** in gross assets · filed Dec 2024 - Carillon Tower Advisers Series Hedge Fund LLC - All Canada Series *Hedge* 11 investors $145M - Carillon Tower Advisers Series Hedge Fund LLC - Balanced Multi Asset Series *Hedge* 1 investor $526K - Carillon Tower Series Hedge Fund LLC *Hedge* 29 investors $524K ## The cheque Debt Venture Median round joined **$89M** the round, not its cheque Led 0 of 3 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Jun 2014 Rounds by stage said on their site - Debt *2* - Venture *1* Cheques by year Led Joined 2013 2014 **Pitching Raymond James Investment Management?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Raymond James Investment Management ### What does Raymond James Investment Management invest in? Raymond James Investment Management invests most often at Debt and Venture (100% of the rounds on record), in sectors such as Asset Management. ### How active is Raymond James Investment Management? 3 investments on record, 0 of them in the last 12 months. The most recent was in Jun 2014. ### How big are Raymond James Investment Management's cheques? The median round it joins is $89M. ### Is Raymond James Investment Management investing now? No investments in the last 12 months; the latest was in Jun 2014. ### What kind of investor is Raymond James Investment Management? Raymond James Investment Management is an investment firm. ### How much does Raymond James Investment Management manage? About $17B, as regulatory assets under management (Oct 2026). ### When was Raymond James Investment Management founded? Raymond James Investment Management was founded in 2016. ### Where does this information on Raymond James Investment Management come from? From 1 articles and filings naming it in a round, public registers and its own website, checked and rebuilt every night. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=raymond-james-investment-management) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=raymond-james-investment-management)