Private Markets and Alternatives
A disciplined approach to investment selection
Alternative investments are often complex, relying heavily on the skill of active managers. As a result, we apply a rigorous and disciplined due diligence process to assess how each opportunity aligns with client objectives, risk tolerance and portfolio needs.
The Raymond James Private Markets & Alternatives Investment Committee regularly evaluates our advised offerings, assessing not only technical merits, but also transparency and ease of use. Final approval is required before any investment is made available to clients.
Beyond Traditional Investments
Sophisticated investors often seek strategies that complement traditional portfolios rather than follow broader market trends. Private markets and alternatives offer investments designed to reduce correlation to public markets, providing additional diversification benefits while potentially generating higher return opportunities.
Our commitment to diligence for advised offerings
Alternative investments are often complex, relying heavily on the skill of active managers. Extensive due diligence measures are required to accurately assess suitability for your risk tolerance and goals.
The Raymond James Private Markets & Alternatives Investment Committee regularly assesses our advised private markets and alternative offerings. Alongside technical merits, they also assess transparency and ease of use. Their final approval is required for a product to be made available to clients.
Our institutional advantage
High-quality offerings
Unified support
Specialized strategies
Custom deal flow for sophisticated investors
Exclusive private market access for families and institutions with at least $50 million in total assets. The Raymond James Private Markets & Alternatives group delivers distinctive, non-advised investment opportunities that are not typically accessible through traditional wealth channels.
Deep institutional relationships. Differentiated opportunities.
Leveraging our extensive sourcing network and experience, we provide clients with targeted, capacity-constrained opportunities across asset classes, transaction types and stages:
- Co-investments alongside private equity, venture capital, real estate, credit and infrastructure managers
- Private companies via primary and secondary issuances including pre-IPO companies, late stage growth or direct to cap table
- Special situations such as distressed assets, preferred equity, mezzanine financing or senior secured debt
- Non-traditional assets such as sports franchises, low-correlation assets or trophy assets
- Tax-advantaged strategies