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| Jefferies Investment Advisers LLC
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| CRD # | 325421 |
| SEC # | 801-127656 |
| CIK # | 0001492224, 0001985043 |
| AUM | 5,154.6 M (2026-06-22) |
| Employees | 119 (90% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-284-2300 |
| Address | 520 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 3.5 | ||
| Amazon Com Inc | 0.2 | ||
| IRIS Energy Ltd | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Ashland Global Holdings Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| PTC Therapeutics Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,649 | 2.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.0 |
| (m) Corporations or other businesses not listed above | 340 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,020 | 5.2 |
| By Discretionary | ||
| Discretionary | 1,735 | 4.7 |
| Non-Discretionary | 285 | 0.5 |
| Total | 2,020 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 4.2 | |
| Total | 2,020 | 5.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001492224] | |
| 13F-NT | [0001985043] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 5493000MYKHLAPTWMF68 |
| Related Firms | State | AUM |
|---|---|---|
|
Jefferies Investment Advisers LLC
✚
|
NY | 5,154.6 M |
|
Jefferies Research Services LLC
✚
|
NY |
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