# Jefferies: portfolio, investments and team > Jefferies is a vc firm based in United States. 16 investments on record, latest Feb 2025. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/jefferies (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Jefferies Filed with the SEC to raise a fund in Jul 2025, closing $890M. Last cheque observed Feb 2025. Email Quiet New fund $890M, Jul 2025 VC firm Pre-seed Seed Series A AI Artificial Intelligence Machine Learning Follow Jefferies and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fjefferies) Cheques on record **0%** of best year **0** **cheques in 12 months**, 16 on record Since the last cheque **629** days **00** hrs **00** min **00** sec Median round **$36M** Cheque size, as they say **$200K – $500K** Rounds led **1 of 16** Sole investor **2 rounds** Exits **1 from the portfolio** Mostly in **United States, 81%** Pitch Jefferies ## 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-seed Seed Series A Series B - **Sectors:** AI Artificial Intelligence Machine Learning - **Based in:** NEW YORK, United States - **Cold pitches:** Not accepted ## The record Every round we can evidence, newest first **16 appearances** - **2025** 1 round - **Feb** **[FINN](https://millionrounds.com/company/finn)** Debt · DE · Avellinia Capital **$1.0B** With 6 others - **2024** 2 rounds - **Nov** **[Ualá](https://millionrounds.com/company/uala)** Growth · AR · LatamList **$300M** With 14 others - **Oct** **[CoreWeave](https://millionrounds.com/company/coreweave)** Debt · US · TechStartups **$650M** With 9 others - **2019** 2 rounds - **Dec** **[Qwil](https://millionrounds.com/company/qwil)** US · Uk **$24M** *Led* - **Jan** **[dv01](https://millionrounds.com/company/dv01)** Series B · US · FinSMEs **$15M** With 3 others - **2018** 3 rounds - **Oct** **[Petal](https://millionrounds.com/company/petal)** US · FinSMEs **$34M** With 1 other - **Apr** **[CloudMargin](https://millionrounds.com/company/cloudmargin)** GB · FinSMEs **$10M** With 3 others - **Jan** **[Visible Alpha](https://millionrounds.com/company/visible-alpha)** US · FinSMEs **$38M** With 12 others - **2015** 4 rounds - **Jun** **[Bond Street](https://millionrounds.com/company/bond-street)** Series A · US **$10M** With 15 others - **Jun** **[Bond Street](https://millionrounds.com/company/bond-street)** Debt · US **$100M** Sole investor - **May** **[Affirm](https://millionrounds.com/company/affirm)** Series B · US **$275M** With 4 others - **Apr** **[Avant](https://millionrounds.com/company/avant)** Debt · US **$400M** With 2 others - **2014** 3 rounds - **Oct** **[Symphony](https://millionrounds.com/company/symphony)** US **$66M** With 15 others - **Aug** **[Avant](https://millionrounds.com/company/avant)** Debt · US **$200M** Sole investor - **Jul** **[Insikt, Inc.](https://millionrounds.com/company/insikt-inc)** Series B · US **$17M** With 13 others - **2011** 1 round - **Mar** **[BONDS.COM](https://millionrounds.com/company/bonds-com)** Venture · US · earthtimes.org **$6.5M** With 4 others 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 registration **24 named** AJ **Adam Joseph Klepack** Executive Officer i Filing they signed AM **Alanna Mary Crank** Chief Operating Officer i Form ADV BD **Bryan Dennis Borgia** Managing Director/Co-Head of Topwater Capital Division i Form ADV CG **Carmen G. Romano** Director i Filing they signed DR **Dan Rapino** Executive Officer i Filing they signed DM **Daniel M. Duval** Promoter i Filing they signed DB **David Bree** Director i Filing they signed DJ **David J Nagy** Chief Compliance Officer i Form ADV DZ **David Zervos** Head of Global Macro Division i Form ADV DS **Don Seymour** Director i Filing they signed EJ **E. Joseph Hess** Executive Officer i Filing they signed EJ **Edmund Joseph Hess** Executive Officer i Filing they signed FJ **Franklyn Johnson Collymore** Senior Vice President, Head of Wealth Management Supervision & Risk i Form ADV JG **Jason G. Kennedy** Executive Officer i Filing they signed JB **Jeffrey Brooks** Principal Accounting Officer i Form ADV JM **John M. Ciuffreda** Promoter i Filing they signed JJ **John Joseph Dalton** Executive Officer i Filing they signed JM **John M. Liguori** Executive Officer i Filing they signed JM **Jonathan M. Ciuffreda** Promoter i Filing they signed JT **Jonathan T. Lucas** Director i Filing they signed JT **Joseph T. Kenney** Director i Filing they signed LA **Lauri A Scoran** Chief Compliance Officer i Form ADV LR **Laurie R Goodman** Managing Director-Head of Investment & Wealth Solutions i Form ADV MB **Matthew Benjamin Smith** Managing Director and COO of the GP and Investment Manager i Filing 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 **$8.2B** assets it manages, 2 advisers combined Oct 2026 **Registered** investment adviser full 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 **5** Venture **3** Private equity **2** - Point Bonita Capital Master Fund A LLC *Hybrid fund* 164 investors $1.5B - Topwater Master Fund LTD. *Hedge* 47 investors $982M - Topwater Stonefly Fund LLC *Hedge* 47 investors $574M - Topwater Mayfly Fund LLC *Hedge* 47 investors $408M - 3|5|2 Capital ABS Master Fund L.P. *Hedge* 53 investors $387M - Kathmandu Capital Partners Master Fund, LTD. *Hedge* 9 investors $23M - Jefferies Partners PE Fund 2023 L.P. *Private equity* 94 investors $2.9M - Jefferies Partners VC Fund 2023 (Dedicated) L.P. *Venture* 5 investors $2.6M - Jefferies Partners VC Fund 2023 L.P. *Venture* 39 investors $770K - Jefferies Partners PE Fund 2023 (Cayman) L.P. *Private equity* 19 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 Actionfraud Capabilities Fbi GoodToday Gov Hear From Our JEFContent Portal Jefferies Access Jefferies Global Markets Prime Brokerage Prime Services Strategic Content Site-22474140 금융감독원 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 listed **1 in all** **[BONDS.COM](https://millionrounds.com/company/bonds-com)** Bought by MTS Group **Undisclosed** Mar 2014 An exit counts when it came after the firm's first round in the company. From historical deal records. New fund on file **$890M** raised in Jul 2025 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Pre-seed Seed Series A Median round joined **$36M** the round, not its cheque Alone, median **$150M** Led 1 of 16 rounds **6%** - **Said size:** $200K – $500K - **Sole investor:** 2 rounds - **Last cheque:** Feb 2025 - **Exits:** 1 from the portfolio Rounds by stage said on their site - Debt *5* - Series B said *3* - Growth *1* - Series A said *1* - Venture *1* - Pre-seed said *-* - Seed said *-* Cheques by month Led Joined Dec 2023 Nov 2026 Often in the room with - [Citibank](https://millionrounds.com/fund/citi) 4 - [Goldman Sachs](https://millionrounds.com/fund/goldman-sachs) 4 - [Morgan Stanley Investment Management](https://millionrounds.com/fund/morgan-stanley-investment-management) 3 - [Deutsche Bank](https://millionrounds.com/fund/deutsche-bank) 2 - [SVB Capital](https://millionrounds.com/fund/svb-capital) 2 - [Spark Capital](https://millionrounds.com/fund/spark-capital) 2 **Pitching Jefferies?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as Jefferies. A count of rooms they were both in, not a relationship either has claimed. [**Citibank** Growth equity **4** rounds together](https://millionrounds.com/fund/citi)[**Goldman Sachs** Private equity **4** rounds together](https://millionrounds.com/fund/goldman-sachs)[**Morgan Stanley Investment Management** Private equity **3** rounds together](https://millionrounds.com/fund/morgan-stanley-investment-management)[**Deutsche Bank** Corporate VC **2** rounds together](https://millionrounds.com/fund/deutsche-bank)[**SVB Capital** VC firm **2** rounds together](https://millionrounds.com/fund/svb-capital)[**Spark Capital** VC firm **2** rounds together](https://millionrounds.com/fund/spark-capital)[**Wells Fargo** Corporate VC **2** rounds together](https://millionrounds.com/fund/wells-fargo-bank-office) ## Recently backed The latest companies Jefferies put money into. [**Ualá** $300M · Nov 2024](https://millionrounds.com/company/uala)[**dv01** $15M · Jan 2019](https://millionrounds.com/company/dv01)[**CloudMargin** $10M · Apr 2018](https://millionrounds.com/company/cloudmargin) ## Quick answers about Jefferies ### 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. ### How active is Jefferies? 16 investments on record, 0 of them in the last 12 months, and it led 1. The most recent was in Feb 2025. ### What has Jefferies invested in recently? Its most recent investments on record: FINN (Debt, Feb 2025), Ualá (Growth, Nov 2024) and CoreWeave (Debt, Oct 2024). ### How big are Jefferies's cheques? The median round it joins is $36M. It says it writes cheques of $200K to $500K. ### Does Jefferies lead rounds? Sometimes: it led 1 of its 16 investments on record (6%). ### Where does Jefferies invest? Most of the companies it backs are in the United States (81%), Germany (6%) and Argentina (6%). ### Is Jefferies investing now? No investments in the last 12 months; the latest was in Feb 2025. ### Who does Jefferies invest alongside? Most often Citibank (4 rounds together), Goldman Sachs (4 rounds together) and Morgan Stanley Investment Management (3 rounds together). ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=jefferies) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=jefferies)