Back to Investors

Raymond James Tax Credit Funds

Evidence PackPROIndependent
Credit Website
AUM
$2B
Ownership
independent
Stakeability
46 / LOW
Priority
Tier
Employees
12

Raymond James Tax Credit Funds specializes in investing primarily through real estate opportunities to take advantage of tax credit benefits.

SEC RegisteredTeam DataRegulatory

Coverage

25%

Adaptive profile: standard

Signals present
3/12
SEC / ADVFund Performance(0)BDC Exposure(0)13F Holders(0)Team(12)ILS Deals(0)Regulatory(1)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

46 / 100
Fund PerformanceAUM growth and fundraising track record
59
Team StabilityLeadership continuity and key person risk
30
Market PositionBrand strength and competitive positioning
46
Succession ReadinessNext-gen leadership and governance structure
60
Transaction FeasibilityLikelihood of a stake transaction
38
Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number
705
SEC File Number
801-10418
Registration Type
Registered
Filing Date
Dec 23, 2025
Employee Count
N/A
Discretionary AUM
$378.7B
Private Funds
N/A
PE Funds
N/A
VC Funds
N/A
RE Funds
N/A
Hedge Funds
N/A
Gross Assets (Private)
N/A
Source: SEC IAPD

Team data requires Professional

Upgrade your plan to access this section.

Upgrade

Team intelligence requires Professional

Upgrade your plan to access this section.

Upgrade

Competition mapping requires Professional

Upgrade your plan to access this section.

Upgrade

Regulatory data requires Professional

Upgrade your plan to access this section.

Upgrade

No GP stakes deals recorded

This GP has not sold a minority stake, making it a potential target.

Other Credit GPs

Warburg Pincus$82000000BLone Star Funds$37407337BFasanara Capital$4000000BRothschild Merchant Banking$1334967BCluster Capital$50000B
Credit Market OverviewWhat Are GP Stakes?Understanding Net IRRCarried InterestCompare GPs