Jefferies LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 2347
- Registered since
- September 17, 1969
- Website
- www.jefferies.com
Firm profile
FINTRXOverview
Jefferies LLC is organized as a limited liability company and is classified in this dataset as an investment bank. The firm is shown as SEC-registered since 1969 and is identified as a domestic entity/individual owner type. The dataset marks Jefferies LLC as not functioning as a capital allocator and not being an active ESG investor; it is also not listed as a multi-state adviser in the provided records. The available information focuses on the firm's marketable-securities activity rather than advisory or private-capital operations. That profile is consistent with the 13F disclosure detail in this file set, which highlights public equity and ETF positions rather than manager-of-managers or direct private-investment allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 20
Gabriel Tishelman
COOCRD 7266367
Guy Kearsley
Chief Risk OfficerCRD 5640706
Lynne Davis
CIOCRD 2268036
Contacts
3 of 2341
Victor CastroFernandez
Investment Banking AssociateCRD 7745219
Dennis Dahill
Senior Vice PresidentCRD 1705792
Darren Binsol
Senior Vice PresidentCRD 4524089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 173Active vs passive
$2.9B in ETFs
98%
$2.8B
1%
$54.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $410M | 631,073 | 14.39% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 520 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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