DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Raymond James
unclassified
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
3 allocators
- Koroseal Interior Products Retirement Income Plan Investment adviser (plan)through Sep 30, 2023 Form 5500
- Retirement Plan for Employees of the Uniontown Hospital Investment adviser (plan)through Jun 30, 2023 Form 5500
- The Chart Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
2 allocators
- NEW Jersey Firemen's Home Employees' Pension Plan Directed trusteethrough Jun 30, 2023
- Tidewater Electrical Industry Pension Fund Custodianthrough Dec 31, 2022
Schedule C rows
21 rows, $1.3M direct compensation as filed
What changed
- Raymond James no longer appears on Schiff Hardin LLP Employees' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Raymond Jamesaskebsa.dol.gov
- Michigan Laborers' Pension Plan no longer reports Alex Brown (Raymond James) (last held $449,660 at 2023-08-31; absent from the 2024-08-31 filing)with Raymond Jamesaskebsa.dol.gov
- Raymond James Fiancial Services Adv no longer appears on Retirement Plan for Employees of the Uniontown Hospital's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Raymond Jamesaskebsa.dol.gov
- Raymond James appears on Schiff Hardin LLP Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Raymond Jamesaskebsa.dol.gov