LP Directory

Raymond James Financial is a investment bank based in St. Petersburg, US. Founded in 1962. Reported AUM: $84.8B.

Raymond James Bank is a bank based in St. Petersburg, US. Founded in 1962. Reported AUM: $62.7B.

WhitneyWilder is a single-family office based in Saint Petersburg, Florida. Established in 2020, it is a lower-middle market investment firm with a specific focus on building products, construction, and real estate service companies. It places an emphasis on companies where it can create value through distribution by leveraging the collective experience and network of the firm. The assets are managed by the executive team.

MPI Family Office is a multi-family office based in Saint Petersburg, Florida. Established in 2008, it provides financial planning and wealth management services for individuals, families, and businesses. We specialize in educating high net worth individuals that own there own successful business seeking ways to turn there hard earned money into an eternal wealth machine. MPI Family Office focuses on creating value through the acquisition and asset management of, multifamily communities, senior care facilities, and self-storage centers. Given MPI Family Office's long investment horizon, we look to buy incoming producing assets below intrinsic value and implement value creation through our knowledge and experience in the various asset classes. Some of the methods of value creation include physically updating property exteriors, improving property interiors, and use of efficient management. Other methods include tax, insurance, and ownership strategies that allow us to maximize returns and limit risk.

Dynasty Wealth Management is a wealth manager based in St. Petersburg, US. Founded in 2010. Reported AUM: $698M.