JEFFERIES CREDIT MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$3.8B
Discretionary
$3.4B
90% of AUM
Avg account
$763M
Accounts
5
Employees
26
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
324525
Registered since
August 24, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies84.54%
  • Pooled Investment Vehicles15.46%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Jefferies Credit Management LLC is organized as a limited liability company that operates as a private equity–style investment manager focused on institutional clients. The adviser became SEC-registered in 2023 and charges a mix of asset-based fees and performance-linked fees. Its advisory remit centers on discretionary portfolio management for investment companies and pooled investment vehicles. The firm identifies itself as an active ESG investor and maintains a range of industry roles and affiliations beyond pure advisory work, including broker-dealer activity, futures and commodity relationships, insurance company activities, and roles as sponsor or general partner of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • THOMAS BRADY

    Managing DirectorCRD 1789446

  • JASON KENNEDY

    Large Cap Direct LendingCRD 2796708

  • THOMAS GRENVILLE

    Managing DirectorCRD 2737719

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth