Jefferies Finance LLC

RIASEC Registered

Total AUM

$24.6B

Discretionary

$23.1B

94% of AUM

Avg account

$439M

Accounts

Employees

124

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 162264
Registered since: April 2, 2012
Website: www.jefferies.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles60.13%
Other39.87%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Jefferies Finance LLC is organized as a limited liability company that operates as a multi-strategy fund manager focusing on private equity and securitized-asset strategies. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Jefferies Finance is registered with the SEC; its SEC registration dates to 2012. Fee arrangements include both a percentage-of-assets model and performance-based fee components. The firm identifies as an active ESG investor and reports a range of industry roles and affiliations—ranging from broker-dealer and insurance company to sponsor/GP roles for pooled vehicles and participation in futures and swap markets.