# Raymond James: angel investments and portfolio

> Raymond James is an angel. 1 investment on record, 1 in the last 12 months, latest Jan 2026. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/raymond-james (Millionrounds; every figure on the page links to its filing or article)

[Investor](https://millionrounds.com/investors)

# Raymond James

Last cheque observed Jan 2026; 1 cheques on record.

Deploying now New fund $73M, Mar 2014 Angel

Deploying now

**100%** of best year **1** **cheques in 12 months**, 1 on record

Since the last cheque **274** days **00** hrs **00** min **00** sec

Median round **$124M** Rounds led **0 of 1**

Pitch Raymond James

## Raymond James highlights

- 01 1 cheques in the last 12 months

## What they do

- **Type:** Angel (from a list, unverified)
- **Cheque size:** Not stated
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **1 appearances**

- **2026** 1 round
- **Jan** **[AxoGen](https://millionrounds.com/company/axogen)** US · Firms' own news pages **$124M** With 3 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 **11 named**

CA **Carol A. Georges** Director of Tax Accounting of Raymond James Tax Credit Funds, Inc. i Filing they signed

CS **Craig S. Descalzi** Senior Vice President- National Director of Acquisitions of Raymond James Tax Credit Funds, Inc. through February 29, 2012 only. i Filing they signed

GH **Gwen H. Benton** Director of Tax Accounting of Raymond James Tax Credit Funds, Inc. i Filing they signed

JD **J. Davenport Mosby, III** Member of the Board of Directors of Raymond James Tax Credit Funds, Inc. i Filing they signed

RL **Richard L. Cargo** Senior Vice President and Chief Underwriter of Raymond James Tax Credit Funds, Inc. i Filing they signed

RC **Robert C. Landis** Senior Vice President, Director of Asset Management of Raymond James Tax Credit Funds, Inc. i Filing they signed

RM **Ronald M. Diner** Member of the Board of Directors and Executive Chairman of Raymond James Tax Credit Funds, Inc. i Filing they signed

SJ **Steve J. Kropf** Executive Vice President and Member of the Board of Directors of Raymond James Tax Credit Funds, Inc. i Filing they signed

SJ **Steven J. Kropf** Member of the Board of Directors, President, and Chief Executive Officer of Raymond James Tax Credit Funds, Inc. i Filing they signed

TS **Toni S. Matthews** Vice President and Chief Financial Officer of Raymond James Tax Credit Funds, Inc. i Filing they signed

WS **W. Samuel Shupe** Senior Vice President of Feasibility of Raymond James Tax Credit Funds, Inc. i Filing they signed

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.

New fund on file

**$73M**

raised in Mar 2014

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Median round joined **$124M** the round, not its cheque

Led 0 of 1 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Jan 2026

Cheques by month Led Joined

Nov 2023 Oct 2026

**Pitching Raymond James?** 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 *→*

## Recently backed

The latest companies Raymond James put money into.

[**AxoGen** $124M · Jan 2026](https://millionrounds.com/company/axogen)

## Quick answers about Raymond James

### How active is Raymond James?

1 investments on record, 1 of them in the last 12 months. The most recent was in Jan 2026.

### What has Raymond James invested in recently?

Its most recent investments on record: AxoGen (Undisclosed round, Jan 2026).

### How big are Raymond James's cheques?

The median round it joins is $124M.

### Is Raymond James investing now?

Yes: it is actively investing, with 1 investments in the last 12 months.

### What kind of investor is Raymond James?

Raymond James is an angel.

### Has Raymond James raised a new fund?

Its latest fund filing with the SEC was in Mar 2014, reporting $73M raised.

### Where does this information on Raymond James 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) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=raymond-james)
