JEFFERIES CAPITAL PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
161498
Registered since
January 24, 2020

Firm profile

FINTRX

Overview

Jefferies Capital Partners LLC is an SEC-registered investment adviser organized as an LLC in 2020. The firm operates primarily as an adviser to pooled vehicles and private funds rather than a traditional retail RIA: its public profile and filing indicate it serves as sponsor, general partner or managing member of pooled investment vehicles and participates in a wide range of financial services activities that go beyond straightforward portfolio management (including broker-dealer activity, security‑based swap dealing, futures/commodity roles and real estate and insurance-related activities). The firm does not identify as an active ESG investor and is not classified as a multi-state or newly formed adviser. Investment emphasis appears concentrated on privately held strategies and sponsored funds. Given the concentration in private equity vehicles and the firm’s sponsor/GP activity, manager allocation interest is skewed toward private-capital structures and manager-led pooled vehicles. Affiliations that include futures commission merchant, CPO/CTA and security-based swap dealer imply the capacity to incorporate derivatives, structured exposures and commodity/futures elements into portfolios or fund structures when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • YING WU

    CFOCRD 4574196

Contacts

1 of 1
  • BRIAN FRIEDMAN

    PresidentCRD 1298550

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
520 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth