SourcingSourcing

JEFFERIES FINANCE LLC

C28
CRD 162264·SEC 801-74480·NEW YORK, NY
AUM
$24.59B
$1B+
Est. Revenue
$245.9M
@ 1% on AUM
Est. EBITDA
$73.8M
@ 30% margin
Est. Deal Value
$590.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JEFFERIES FINANCE LLC
CRD
162264
SEC file #
801-74480
EIN
202687376
DBA names
—

Economics

AUM
$24.59B
AUM band
$1B+
AUM trajectory
'20'26
$6.45B → $24.59B▲ +281%
Client mix
Pooled Investment Vehicles56
Other4

Operations

Employees (total)
124
Advisory staff (per ADV)
51
Advisory staff (5-yr trend)
'20'26
65 advisors → 51 advisors▼ -22%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
apexcreditpartners.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JEFFERIES FINANCIAL GROUP INC.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
JEFFERIES FINANCIAL GROUP INC.
MASSACHUSETTS MUTUAL LIFE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
APEXCREDITPARTNERS.COM
Rdap Domain Creation Date
2014-10-20T23:59:22Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001616667
Edgar Registered
Yes
Edgar Filing Count
110
Edgar First Filing Date
2014-08-15
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
47
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0000894189-26-014545

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street82
Bny Mellon42
U.s. Bank34
E*trade4
Edgar Addresses
Mailing
500 CHESTERFIELD PARKWAYMALVERN, PA 19355
Business
500 CHESTERFIELD PARKWAYMALVERN, PA 19355
Edgar EIN
202687376
Edgar Recent Filings
13F-HR2026-05-06 · 0000894189-26-014545
13F-HR/A2026-02-24 · 0000894189-26-004242
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-20T23:59:22Z
Rdap Domain Last Changed
2025-09-18T09:53:34Z
Rdap Nameservers
Ethan.ns.cloudflare.comMeg.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (6)

6
MASSACHUSETTS MUTUAL LIFE
Direct Owner · 62.5%
2682
BRADY, THOMAS, G
Executive Officer · 2.5%
1789446
GRENVILLE, THOMAS
Executive Officer · 2.5%
2737719
HESS, EDMUND, JOSEPH
Executive Officer · 2.5%
4994122
KLEPACK, ADAM
Executive Officer · 2.5%
5898361
RAPINO, DANIEL
Executive Officer · 2.5%
4847980