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JEFFERIES FINANCE LLC
CRD 162264File 801-74480
APPROVED
Custody
Disclosure events
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$24.59B
Top 10% of cohort (national)
Discretionary AUM
$23.12B
Non-discretionary $1.47B
Clients
56
56 accounts
Employees
124
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 2, 2012
- Principal office
- 520 MADISON AVENUE, 12TH FLOOR, NEW YORK, NY, 10022-4356
- Phone
- 212-284-3474
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $24.59B
- Discretionary AUM
- $23.12B
- Non-discretionary AUM
- $1.47B
- Discretionary accounts
- 51
- Non-discretionary accounts
- 5
- Total accounts
- 56
- AUM per client
- $439.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 56 | $14.79B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 60 | 56 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.