Jefferies Group LLC is a global financial services company based in New York City, specializing in investment banking, asset management, and wealth products. The firm provides a wide range of services including institutional brokerage, financial advisory, capital markets, direct investing, equities, and fixed income. Jefferies Group serves clients worldwide and typically engages in various investment rounds such as debt financing, Series A through G, private equity, and corporate rounds.
Notable portfolio companies include Affirm, which raised $375 million, Figure with $1 billion raised, and Avant with $600 million raised. Key partners and decision-makers at Jefferies are known for their deep expertise in financial services and investment banking. The firm's investment philosophy focuses on leveraging its global network and comprehensive market insights to drive value for its portfolio companies. Additionally, Jefferies offers unique value-add services such as strategic advisory and capital raising support to help companies achieve their growth objectives.
Jefferies Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Total Investments35
Current Portfolio Count22
Total Portfolio Exits2
Top Investment Stages
Debt Financing12 (50.0%)
Series A4 (16.7%)
Series B3 (12.5%)
Series Unknown3 (12.5%)
Post Ipo Equity2 (8.3%)
Stage Mix
Debt Financing 50%Series A 17%Series B 13%Series Unknown 13%Post Ipo Equity 8%
Concentration shown as share of disclosed investments by stage.
Jefferies Group - Classification
- Also Known As
- Jefferies
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6210Security Brokers, Dealers, And Flotation Companies
- 6211Security Brokers, Dealers, And Flotation Companies
- 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
- ISIC
- 6499Other financial service activities, except insurance and pension funding activities, n.e.c.
- 6612Security and commodity contracts brokerage
Show 49 more industry codes
- NAICS
- 310000Manufacturing
- 311000Food Manufacturing
- 311600Animal Slaughtering and Processing
- 311610Animal Slaughtering and Processing
- 311611Animal (except Poultry) Slaughtering
- 517111Wired Telecommunications Carriers
- 523100Securities and Commodity Contracts Intermediation and Brokerage
- 523150Investment Banking and Securities Intermediation
- 524000Insurance Carriers and Related Activities
- 524100Insurance Carriers
- 524120Direct Insurance (except Life, Health, and Medical) Carriers
- 524126Direct Property and Casualty Insurance Carriers
- 524128Other Direct Insurance (except Life, Health, and Medical) Carriers
- 524130Reinsurance Carriers
- 525100Insurance and Employee Benefit Funds
- 525190Other Insurance Funds
- 510000Information
- 517000Telecommunications
- 522000Credit Intermediation and Related Activities
- 525000Funds, Trusts, and Other Financial Vehicles
- 517100Wired and Wireless Telecommunications (except Satellite)
- 522100Depository Credit Intermediation
- 517110Wired and Wireless Telecommunications Carriers (except Satellite)
- 522110Commercial Banking
- 523910Miscellaneous Intermediation
- 523940Portfolio Management and Investment Advice
- SIC
- 2000Food And Kindred Products
- 2010Meat Products
- 2011Meat Packing Plants
- 2400Lumber And Wood Products, Except Furniture
- 4820Telegraph And Other Message Communications
- 4822Telegraph And Other Message Communications
- 6300Insurance Carriers
- 6330Fire, Marine, And Casualty Insurance
- 6331Fire, Marine, And Casualty Insurance
- 4000Railroad Transportation
- 4800Communications
- 5000Wholesale Trade-durable Goods
- 6000Depository Institutions
- 6700Holding And Other Investment Offices
- 6020Commercial Banks
- 6720Investment Offices
- 6790Miscellaneous Investing
- 6722Management Investment Offices, Open-end
- 6799Investors, Not Elsewhere Classified
- ISIC
- 1010Processing and preserving of meat
- 6430Trusts, funds and similar financial entities
- 6512Non-life insurance
- 6520Reinsurance