JEFFERIES CREDIT MANAGEMENT LLC
Adviser information for JEFFERIES CREDIT MANAGEMENT LLC last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 25 |
|---|---|
| Investment Advisory/Research | 18 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $2.5B |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $2.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 2 | $2.5B |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128586 |
|---|---|
| SEC ERA File Number | 801-128586 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324525 |
| Legal Entity Identifier | None |
Principal Office
520 MADISON AVENUE 12TH FLOORNEW YORK
NY
United States
Monday - Friday, 9AM-5PM
Tel: 212-284-2300, Fax: None
Chief Compliance Officer
THOMAS GRENVILLE
520 MADISON AVENUE 12TH FLOOR
NEW YORK
NY
United States
Tel:
(212) 323-3346
T*********@************M
(Full email address available in API data)
Regulatory Contact
ADAM KLEPACK
GENERAL COUNSEL
520 MADISON AVENUE 12TH FLOOR
NEW YORK
NY
United States
Tel:
212-708-2612
A*******@************M
(Full email address available in API data)
Industry Affiliates
| JEFFERIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerCommodity pool operator or commodity trading advisorFutures commission merchant |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Commodity pool operator or commodity trading advisorInsurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HESS, EDMUND, JOSEPH | Individual | – | COO | 02/2023 | < 5% |
| BRADY, THOMAS, G | Individual | – | CEO & PRESIDENT | 02/2023 | < 5% |
| KLEPACK, ADAM | Individual | – | GENERAL COUNSEL | 02/2023 | < 5% |
| JEFFERIES CREDIT MANAGEMENT HOLDINGS LLC | Domestic Entity | – | MEMBER | 02/2023 | 50-75% |
| KENNEDY, JASON, DAVID | Individual | – | CHIEF INVESTMENT OFFICER | 02/2023 | < 5% |
| JEFFERIES CREDIT PARTNERS LLC | Domestic Entity | – | MEMBER | 02/2023 | 25-50% |
| JEFFERIES CREDIT PARTNERS LLC | Domestic Entity | JEFFERIES CREDIT MANAGEMENT HOLDINGS LLC | MEMBER | 12/2022 | 50-75% |
| JEFFERIES FINANCE LLC | Domestic Entity | JEFFERIES CREDIT PARTNERS LLC | MEMBER | 02/2016 | 50-75% |
| JFIN PARENT LLC | Domestic Entity | JEFFERIES FINANCE LLC | MEMBER | 10/2004 | 50-75% |
| JEFFERIES FINANCIAL GROUP INC | Domestic Entity | JFIN PARENT LLC | MEMBER | 10/2004 | 50-75% |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Domestic Entity | JFIN PARENT LLC | MEMBER | 10/2004 | 50-75% |
| PLATINUM FALCON B 2018 RSC LIMITED | Foreign Entity | JEFFERIES CREDIT MANAGEMENT HOLDINGS LLC | MEMBER | 04/2023 | 25-50% |
| GRENVILLE, THOMAS | Individual | – | CCO | 05/2023 | < 5% |
| Dalton, John | Individual | – | CFO | 07/2023 | < 5% |
| PLATINUM INTERNATIONAL INVESTMENT HOLDINGS RSC LIMITED | Foreign Entity | PLATINUM FALCON B 2018 RSC LIMITED | OWNER | 01/2018 | > 75% |
| ABU DHABI INVESTMENT AUTHORITY | Foreign Entity | PLATINUM INTERNATIONAL INVESTMENT HOLDINGS RSC LIMITED | OWNER | 11/2017 | > 75% |