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Jefferies Finance LLC

● SEC registered since 2012CRD 162264SEC# 801-74480New York, NY
Export (members)
Ranks #390 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$19.19B
Fund GAV
$10.57B
Private funds
37
Employees
122
Accounts
48
Location
New York, NY

Jefferies Finance LLC assets under management

Jefferies Finance LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2012. It reports $19.2 billion in regulatory assets under management and employs 122 people. Jefferies Finance LLC manages 37 private funds with combined gross assets of $10.6 billion, including Jefferies Direct Lending Fund II LP. By regulatory assets, it ranks 390 of 5,911 private fund managers.

Jefferies Finance LLC private funds

37 funds · $10.57B GAV
FundTypeGross assetsMin.
Jefferies Direct Lending Fund II LPPrivate Equity$693M$10M
Jefferies Direct Lending Offshore Fund II LPPrivate Equity$484.4M$10M
Jefferies Direct Lending Offshore Fund II D LPPrivate Equity$477.9M$10M
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Jefferies Finance LLC owners & executives

7 reported
NameTitleOwnershipSince
Adam Klepack ControlGeneral CounselUnder 5%2022
Daniel Rapino ControlChief Accounting OfficerUnder 5%2006
Edmund Joseph Hess ControlCoo/Managing DirectorUnder 5%2005
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Frequently asked questions

How much does Jefferies Finance LLC manage?

Jefferies Finance LLC reports $19.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Jefferies Finance LLC manage?

Jefferies Finance LLC manages 37 private funds with combined gross assets of $10.6 billion.

How many employees does Jefferies Finance LLC have?

Jefferies Finance LLC reports 122 employees.

Where is Jefferies Finance LLC located?

Jefferies Finance LLC is based in New York, NY and has been SEC-registered since 2012.

Does Jefferies Finance LLC disclose fund performance?

Jefferies Finance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address520 Madison Avenue, 12th Floor, New York, NY 10022-4356
Phone212-284-3474
Fax212-284-3444
Office hours9 a.m. To 5 p.m.
SEC regionNew York Regional Office (NYRO)
Umbrella registrationYes
Discloses disciplinary historyYes

Assets under management

Discretionary$18.59B
Non-discretionary$597.9M
Total (RAUM)$19.19B