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Jefferies Finance LLC
Jeffries Finance LLC is an SEC-registered investment adviser in New York, NY, registered since 2012. The firm manages $24.6 billion in assets.
Jefferies Finance LLC
Jeffries Finance LLC is an SEC-registered investment adviser in New York, NY, registered since 2012. The firm manages $24.6 billion in assets. It has 124 employees and 51 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Jefferies Finance LLC?
Jefferies Finance LLC is managed by senior credit professionals within Jefferies Financial Group. Named portfolio managers are not publicly disclosed for the LLC subsidiary. The firm operates under the oversight of Jefferies' executive committee (per Jefferies, 2024).
How does Jefferies Finance source proprietary deal flow?
The firm leverages its affiliation with Jefferies Financial Group's investment banking division to access originate-to-distribute loan volumes. It also participates in club deals with other middle-market lenders (per Jefferies, 2024).
Is Jefferies Finance structured as a single family office or as an asset manager?
Jefferies Finance is an asset manager and credit subsidiary of Jefferies Financial Group, a publicly traded holding company. It is not a family office. The parent company's shareholders include public market investors (per Jefferies, 2024).
Does Jefferies Finance participate in fund commitments or only direct deals?
The firm originates direct loans and also participates in syndicated facilities and CLO vehicles. Its investment vehicles include commingled funds and sidecar structures for institutional investors (per Jefferies, 2024).
What investment stages does Jefferies Finance target?
The firm targets senior secured and unitranche debt in middle-market companies, with typical EBITDA ranges of $10M–$100M. It also invests in second-lien and mezzanine tranches for larger leveraged buyouts (per Jefferies, 2024).
Which sectors does Jefferies Finance explicitly avoid?
The firm has not publicly disclosed excluded sectors. Its known investments include healthcare, technology, energy, and real estate (per Jefferies, 2024).
What is Jefferies Finance's known posture on co-investments alongside external GPs?
Jefferies Finance originates loans directly and participates in syndicated deals with bank groups. It does not typically act as a co-investor in equity alongside GPs (per Jefferies, 2024).
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