United States · 
What does Jefferies invest in?
Jefferies invests most often at Debt and Series B (73% of the rounds on record), in sectors such as AI, Artificial Intelligence and Machine Learning.
Jefferies highlights
- 01
16 rounds on record
- 02
Mostly Debt and Series B: 73% of its rounds
- 03
Sole investor in 2 rounds, median $150M
- 04
1 exits from the portfolio
What they do
Jefferies is the leading pure-play investment banking and capital markets firm, purpose-built and driven to deliver for our clients.From their own website
- Type
- VC firm (from a list, unverified)
- Cheque size
- $200K – $500K as they say
- Stages
- Pre-seedSeedSeries ASeries B
- Sectors
- AIArtificial IntelligenceMachine Learning
- Based in
- NEW YORK, United States
- Cold pitches
- Not accepted
The record
Every round we can evidence, newest first16 appearances
- 2025
1 round
- Feb
- 2024
2 rounds
- Nov
- Oct
- 2019
2 rounds
- Dec
- Jan
- 2018
3 rounds
- Oct
- Apr
- Jan
- 2015
4 rounds
- Jun
- Jun
- May
- Apr
- 2014
3 rounds
- Oct
- Aug
- Jul
- 2011
1 round
- Mar
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration24 named
AJAdam Joseph KlepackExecutive OfficeriFiling they signed
AMAlanna Mary CrankChief Operating OfficeriForm ADV
BDBryan Dennis BorgiaManaging Director/Co-Head of Topwater Capital DivisioniForm ADV
CGCarmen G. RomanoDirectoriFiling they signed
DRDan RapinoExecutive OfficeriFiling they signed
DMDaniel M. DuvalPromoteriFiling they signed
DBDavid BreeDirectoriFiling they signed
DJDavid J NagyChief Compliance OfficeriForm ADV
DZDavid ZervosHead of Global Macro DivisioniForm ADV
DSDon SeymourDirectoriFiling they signed
EJE. Joseph HessExecutive OfficeriFiling they signed
EJEdmund Joseph HessExecutive OfficeriFiling they signed
FJFranklyn Johnson CollymoreSenior Vice President, Head of Wealth Management Supervision & RiskiForm ADV
JGJason G. KennedyExecutive OfficeriFiling they signed
JBJeffrey BrooksPrincipal Accounting OfficeriForm ADV
JMJohn M. CiuffredaPromoteriFiling they signed
JJJohn Joseph DaltonExecutive OfficeriFiling they signed
JMJohn M. LiguoriExecutive OfficeriFiling they signed
JMJonathan M. CiuffredaPromoteriFiling they signed
JTJonathan T. LucasDirectoriFiling they signed
JTJoseph T. KenneyDirectoriFiling they signed
LALauri A ScoranChief Compliance OfficeriForm ADV
LRLaurie R GoodmanManaging Director-Head of Investment & Wealth SolutionsiForm ADV
MBMatthew Benjamin SmithManaging Director and COO of the GP and Investment ManageriFiling they signed
We also hold 62 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$8.2Bassets it manages, 2 advisers combinedOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Jefferies Research Services LLC
- SEC number
- CRD 292142
Funds on its Form ADV
11 private funds, $3.8B in gross assets · filed Jul 2024
Hedge 5Venture 3Private equity 2
- Point Bonita Capital Master Fund A LLCHybrid fund164 investors$1.5B
- Topwater Master Fund LTD.Hedge47 investors$982M
- Topwater Stonefly Fund LLCHedge47 investors$574M
- Topwater Mayfly Fund LLCHedge47 investors$408M
- 3|5|2 Capital ABS Master Fund L.P.Hedge53 investors$387M
- Kathmandu Capital Partners Master Fund, LTD.Hedge9 investors$23M
- Jefferies Partners PE Fund 2023 L.P.Private equity94 investors$2.9M
- Jefferies Partners VC Fund 2023 (Dedicated) L.P.Venture5 investors$2.6M
- Jefferies Partners VC Fund 2023 L.P.Venture39 investors$770K
- Jefferies Partners PE Fund 2023 (Cayman) L.P.Private equity19 investors$470K
And 1 more on the filing.
What they claim to have backed
From their own portfolio page (on their website)
0 of 13 we have independently watched raise
ActionfraudCapabilitiesFbiGoodTodayGovHear From OurJEFContent PortalJefferies AccessJefferies Global MarketsPrime BrokeragePrime Services Strategic ContentSite-22474140금융감독원 통합홈페이지
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.
Exits from the portfolio
Companies it backed that were later bought or listed1 in all
BONDS.COMBought by MTS GroupUndisclosedMar 2014
An exit counts when it came after the firm's first round in the company. From historical deal records.