RJ ClariVest Capital Appreciation ETF
RJCA
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 880 Carillon Parkway St. Petersburg FL United States of America 33716
- IPO Date
- Aug 3, 2026
- Website
- carillontower.com
- Similar Companies
- Business
- Carilllon Tower Investment Management, LLC operates as a diversified asset management firm focused on advisory and investment management services for institutional and high-net-worth clients. The company provides active and passive investment strategies across multiple asset classes, with a strong emphasis on equity, fixed income, and alternative strategies, including factor-based and quantitative approaches, as well as customized mandates for sophisticated investors. Primary business activity centers on portfolio management, research, risk analytics, and client-focused advisory services. Main Products and Services: - Investment management and advisory services for institutional and high-net-worth clients; discretionary and non-discretionary portfolio management; separate account management; customized mandate solutions - Equity strategies; large-cap, mid-cap, and small-cap equities; factor-based and multi-factor exposure; growth and value tilts; thematic and dividend strategies - Fixed income strategies; core/strategic bond allocations; government and sovereign debt; investment-grade and high yield credit; securitized products and duration management - Multi-asset and balanced solutions; target risk and target date style allocations; dynamic risk management; liquidity management and cash optimization - Quantitative and systematic strategies; factor investing; model-driven portfolio construction; backtested and live-traded algorithms; risk-based optimization - Alternatives and hedged strategies; real assets exposure; market-neutral and hedged equity; macro and leveraged strategies where applicable - Index and ETF overlays; custom indices; ETF structuring and sub-advisory services; benchmark alignment and performance attribution - Sub-advisory and outsourcing services; outsourced CIO and advisory consulting; bespoke governance and reporting frameworks - Research and analytics services; market data interpretation; performance measurement, attribution, and risk dashboards; client reporting and transparency tools - Distribution and client service; institutional relationship management; periodic performance reporting; ongoing due diligence and regulatory compliance support Latest Major Company Changes: - Strategic partnerships and alliances; expanded collaborations with leading financial institutions to broaden distribution of strategies and co-management of client portfolios - Fund and product launches; introduction of new systematic and factor-based strategies, including enhanced multi-asset and alternative exposure offerings - Acquisitions and corporate reorganizations; recent acquisitions or integrations to enhance technology stack, risk analytics, and operational efficiency - Operational expansions; scaling of US and international client services, with expanded capabilities in higher-margin institutional solutions - Rebranding or structural changes; corporate reorganizations to optimize product governance and client reporting infrastructure - Funding and capital structure updates; capital infusions or financing arrangements to support growth platforms and technology investments - Product enhancements; upgrades to client reporting platforms, performance analytics, and risk management tools - Regulatory and governance developments; implementation of enhanced compliance frameworks and ESG data capabilities aligned with investor expectations Additional Context: - Industry and segments; asset management, wealth advisory, quantitative research, and ESG-related investment considerations - Target markets; institutional investors, pension funds, endowments, foundations, family offices, and sophisticated high-net-worth clients - Geographic footprint; US-based with client service and distribution capabilities internationally; operations supporting North American, European, and select Asia-Pacific clients - Founding year and headquarters; established circa 2000s with headquarters in the United States - Subsidiaries/affiliates; affiliated sub-advisory relationships and coordination with partner entities to deliver cross-border investment solutions - RJ ClariVest Capital Appreciation ETF (RJCA) focus; the firm supports ETF and index-related offerings and may manage or sub-advise funds linked to RJCA, emphasizing capital appreciation strategies through diversified equity and factor-driven exposures Note: Information reflects current publicly available details and is subject to change with new regulatory filings, corporate announcements, and market developments.