The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
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CRD 139785
SAN DIEGO, CA
Data as of (this record's last observation) from sec_form_adv_history, sec_adv_roster, iapd_firm_feed. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CLARIVEST EMERGING MARKETS SOCIALLY RESPONSIBLE FUND LLC | Other Private Fund | $102M | Jul 7, 2021 | 4 | Mar 31, 2017 | dropped | 021-261464 |
| CLARIVEST EMERGING MARKETS EQUITY FUND, L.P. | Other Private Fund | $49.3M | Jun 3, 2019 | 1 | Jan 7, 2013 | dropped | 021-182787 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALVAREZ, JAVIER, A | CHIEF COMPLIANCE OFFICER | NA | yes | 10/2024 | Nov 21, 2024 | Dec 26, 2024 |
| EAGLE ASSET MANAGEMENT INC | MEMBER | E | yes | 12/2012 | Jan 7, 2013 | Dec 26, 2024 |
| EDWARDS, CHARLES, MICHAEL | MANAGER | NA | yes | 11/2022 | Dec 22, 2022 | Dec 26, 2024 |
| JACOBSON, JEFF, A | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | yes | 03/2006 | Mar 28, 2012 | Dec 26, 2024 |
| JAMES, THOMAS, ALAN | CHAIRMAN CEO | C | yes | 01/1971 | Apr 10, 2019 | Dec 26, 2024 |
| ORTON, MATTHEW, B | MANAGER | NA | yes | 11/2022 | Dec 22, 2022 | Dec 26, 2024 |
| RAYMOND JAMES FINANCIAL, INC. | SHAREHOLDER | E | yes | 12/2012 | Jan 7, 2013 | Dec 26, 2024 |
| RAYMOND JAMES INVESTMENT MANAGEMENT | SHAREHOLDER | E | yes | 11/2017 | Mar 29, 2018 | Dec 26, 2024 |
| RICK IV, EDWARD | PRESIDENT, MANAGER | NA | yes | 10/2024 | Jan 2, 2020 | Dec 26, 2024 |
| Vaughn, David, Raymond | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | yes | 03/2006 | Mar 28, 2012 | Dec 26, 2024 |
| WILWANT, ERIC, CHRISTIAN | MANAGER | NA | yes | 04/2019 | Apr 10, 2019 | Dec 26, 2024 |
| Wolter, Todd, Nathan | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | yes | 03/2006 | Mar 28, 2012 | Dec 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | n/a | NATIONAL BD RIA | $501B | N | yes | n/a |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | n/a | BD AFFILIATED WEALTH | $390B | N | yes | n/a |
| EAGLE ASSET MANAGEMENT INC | n/a | MIXED WEALTH | $61B | Y | yes | n/a |
| SCOUT INVESTMENTS, INC. | n/a | ASSET MANAGER | $37B | N | yes | n/a |
| CARILLON TOWER ADVISERS, INC. | n/a | ASSET MANAGER | $17B | Y | yes | n/a |
| CHARTWELL INVESTMENT PARTNERS, LLC | n/a | OTHER ADVISER | $13B | N | yes | n/a |
| COUGAR GLOBAL INVESTMENTS LIMITED | n/a | OTHER ADVISER | $1.5B | N | yes | n/a |
| RAYMOND JAMES INVESTMENT COUNSEL LTD. | n/a | FORMER SEC ADVISER | $27.7M | N | yes | n/a |
| CARILLON FUND DISTRIBUTORS, INC. | n/a | n/a | n/a | N | yes | n/a |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | n/a | n/a | N | yes | n/a |
| RAYMOND JAMES INVESTMENT SERVICES LIMITED | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Dec 26, 2024 | $2.5B | $2.5B | 17 | 10 | 0 | n/a | n/a |
| 2023 | Dec 21, 2023 | $3.0B | $3.0B | 23 | 14 | 0 | n/a | n/a |
| 2022 | Dec 22, 2022 | $3.0B | $3.0B | 22 | 14 | 0 | n/a | n/a |
| 2021 | Dec 23, 2021 | $4.1B | $4.1B | 21 | 13 | 0 | n/a | n/a |
| 2020 | Dec 23, 2020 | $3.8B | $3.8B | 23 | 13 | 0 | 1 | $102M |
| 2019 | Jan 2, 2020 | $6.1B | $6.1B | 23 | 13 | 0 | 1 | $91.4M |
| 2018 | Mar 27, 2019 | $6.7B | $6.7B | 23 | 14 | 0 | 2 | $131M |
| 2017 | Mar 29, 2018 | $7.6B | $7.6B | 23 | 13 | 0 | 2 | $231M |
| 2016 | Mar 31, 2017 | $5.5B | $5.5B | 22 | 12 | n/a | 2 | $195M |
| 2015 | Mar 24, 2016 | $4.2B | $4.2B | 21 | 12 | n/a | 1 | $76.0M |
| 2014 | Apr 1, 2015 | $4.2B | $4.2B | 20 | 11 | n/a | 1 | $104M |
| 2013 | Mar 27, 2014 | $3.4B | $3.3B | 19 | 11 | n/a | 1 | $49.2M |
| 2012 | Jan 7, 2013 | $3.1B | $2.9B | 17 | 11 | n/a | 1 | $49.0M |
| 2011 | Mar 28, 2012 | $3.1B | $2.8B | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $3.0B | $3.0B | 3.3% | $4.1B | -9.7% | 17 | 23 | 0 | 0 |