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| Happy Holidays!! thanks for using AUM13F!! |
| Jefferies Investment Advisers LLC
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| CRD # | 325421 |
| SEC # | 801-127656 |
| CIK # | 0001985043, 0001492224 |
| AUM | $3.4 B (2025-02-27) |
| Employees | 135 (74% Investors, 90% Brokers) |
| Phone | 212-284-2300 |
| Address | 520 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001985043 0001492224 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 1.3 | ||
| IRIS Energy Ltd | 0.3 | ||
| Apple Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| Argenx SE | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Progress Software Corp /MA | 0.1 | ||
| Celsius Holdings Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| EQT Corp | 0.1 | ||
| DFB Healthcare Acquisitions Corp | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Antero Resources Corp | 0.1 | ||
| Bank of America Corp /DE/ | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Eaton Corp Ltd | 0.1 | ||
| Wells Fargo & Co/MN | 0.1 | ||
| ZIM Integrated Shipping Services Ltd | 0.1 | ||
| Capital One Financial Corp | 0.1 | ||
| Intuit Inc | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,687 | 1.9 |
| (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 | 25 | 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 | 368 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,081 | 3.4 |
| By Discretionary | ||
| Discretionary | 1,811 | 3.0 |
| Non-Discretionary | 270 | 0.4 |
| Total | 2,081 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 2.5 | |
| Total | 2,081 | 3.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001492224] | |
| 13F-NT | [0001985043] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Jefferies Investment Advisers LLC
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|
NY | 3.4 |
|
Jefferies Research Services LLC
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|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BPS Capital Management Inc
✚
|
MN | 3.5 |
|
Miller Howard Investments Inc
✚
|
NY | 3.5 |
|
Thoroughbred Financial Services LLC
✚
|
TN | 3.4 |
|
G W Henssler & Associates Ltd
✚
|
GA | 3.4 |
|
Performance Wealth Partners LLC
✚
|
IL | 3.4 |
|
Apexium Financial LP
✚
|
TX | 3.4 |
|
NFJ Investment Group LLC
✚
|
TX | 3.4 |
|
Beaumont Financial Advisors LLC
✚
|
MA | 3.4 |
|
Transform Wealth LLC
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|
CO | 3.4 |
|
Tandem Investment Advisors Inc
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|
SC | 3.4 |