Jefferies Finance
Private Equity SEC-registered adviser
Legal name: Jefferies Finance LLC
AUM
$24.6B
Regulatory AUM
Private funds
50
Private Equity 25 · Securitized Asset 25
Private fund assets
$14.8B
Gross asset value
Employees
124
Last Form D raise
Jun 2025
Most recent fund filing
From SEC Form ADV filing (filed Mar 2, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
E
T
Funds(50)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Jefferies Direct Lending Fund III LP | Private Equity | $458.9M | $153.9M | 112 | Jun 2025 | Cool |
| Jefferies Direct Lending Offshore Fund III B LP | Private Equity | $180.2M | — | — | Mar 2025 | Cool |
| Jefferies Direct Lending Offshore Fund III LP | Private Equity | $758.2M | — | — | Jan 2025 | Cool |
| Jefferies Direct Lending Fund III C LP | Private Equity | $150.0M | — | — | Jan 2025 | Cool |
| Jefferies Direct Lending Fund III D LP | Private Equity | $120.0M | — | — | Jan 2025 | Cool |
| Jefferies Direct Lending Offshore Fund III D LP | Private Equity | $33.5M | — | — | Jan 2025 | Cool |
| Cardinal Credit Fund LP | Private Equity | $400.0M | — | — | Apr 2024 | Cold |
| Jefferies Direct Lending Fund II LP | Private Equity | $853.4M | $256.8M | 11 | Apr 2023 | Cold |
| Jefferies Direct Lending Offshore Fund II LP | Private Equity | $484.4M | $94.0M | 14 | Apr 2023 | Cold |
| Jefferies Direct Lending Offshore Fund II D LP | Private Equity | $477.9M | $39.0M | 8 | Apr 2023 | Cold |
| Jefferies Direct Lending Offshore Fund II C LP | Private Equity | $150.0M | — | — | Apr 2022 | Cold |
| Jefferies Direct Lending Fund II C LP | Private Equity | $150.0M | — | — | Apr 2022 | Cold |
| Jefferies Direct Lending Offshore Fund B LP | Private Equity | $102.3M | $102.3M | 3 | Dec 2020 | Cold |
| Jefferies Direct Lending Offshore Fund C LP | Private Equity | $72.9M | $52.0M | 1 | Dec 2020 | Cold |
| Jefferies Direct Lending Offshore Fund LP | Private Equity | $19.8M | $22.0M | 5 | Dec 2020 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 162264
- SEC file number
- 801-74480
Sources
- SEC Form ADV Oct 14, 2026