DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
J•••••••• F•••••• L••
Latest filing Mar 2, 2026
First filing on the tape Mar 1, 2012 · 27 filings
SEC status approved since Apr 2, 2012
RAUM
$25B
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
124
51 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
50
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$25B as of Mar 2, 2026
Feb 11, 2013$687M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 2, 2026
Feb 11, 20130 then
Employees (5.A)124 as of Mar 2, 2026
Feb 11, 201343 then
Private funds50 as of Mar 2, 2026
Feb 11, 20132 then
RAUM +28% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 2, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $439MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $123M, 25 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$15B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 56reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $123M for 25 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.6 institutional_share=0.0 related_bd=true related_bank=true bd_reps=7.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
58 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•••••••• D••••• L•••••• F••• I• L• | Private Equity Fund | $853M | 8 | Feb 28, 2023 |
| J•••••••• D••••• L•••••• O••••••• F••• I• L• | Private Equity Fund | $484M | 14 | Feb 28, 2023 |
| J•••••••• D••••• L•••••• O••••••• F••• I• D• L• | Private Equity Fund | $478M | 8 | Feb 28, 2023 |
| A••• C••••• C•• 2••• L••• | Securitized Asset Fund | $444M | 23 | Feb 25, 2019 |
| A••• C••••• C•• 2•••••• L••• | Securitized Asset Fund | $403M | 13 | Feb 28, 2020 |
| J•• D••••• L•••••• C•• 2••• L•• | Private Equity Fund | $399M | 6 | Feb 28, 2023 |
| A••• C••••• C•• 2••• L••• | Securitized Asset Fund | $398M | 10 | Feb 28, 2020 |
| A••• C••••• C•• 2•••••• L••• | Securitized Asset Fund | $391M | 9 | Feb 25, 2019 |
| A••• C••••• C•• 2••• L••• | Securitized Asset Fund | $351M | 19 | Feb 25, 2022 |
| J••• C•• 2••• L••• | Securitized Asset Fund | $350M | 10 | Feb 24, 2014 |
| J•••••••• D••••• L•••••• C•• 2••••• L•• | Private Equity Fund | $348M | 6 | Feb 29, 2024 |
| J••• C•• 2••• L•••no longer reported | Securitized Asset Fund | $343M | 10 | Feb 5, 2016 |
| J••• R••••••• F•••••• 2••••••• L••• | Securitized Asset Fund | $341M | 2 | Feb 28, 2023 |
| J••• R••••••• F•••••• 2•••••• L••• | Securitized Asset Fund | $331M | 2 | Feb 28, 2023 |
| A••• C••••• C•• 2••• L••• | Securitized Asset Fund | $328M | 15 | Feb 26, 2021 |
| A••• C••••• C•• 2••••• L••• | Securitized Asset Fund | $300M | 12 | Feb 28, 2023 |
| A••• C••••• C•• 2••••• L•• | Securitized Asset Fund | $300M | 12 | Feb 29, 2024 |
| A••• C••••• C•• 2•••••• L•• | Securitized Asset Fund | $296M | 12 | Feb 29, 2024 |
| J••• R••••••• C•• S•• 4• 2••• L•• | Securitized Asset Fund | $287M | 2 | Feb 29, 2024 |
| J••• R••••••• C•• 2••• L•••no longer reported | Securitized Asset Fund | $287M | 4 | Feb 25, 2019 |
| J••• C•• 2•••••• L••• | Securitized Asset Fund | $282M | 15 | Feb 20, 2018 |
| J••• R••••••• F•••• L••• | Private Equity Fund | $275M | 3 | Feb 25, 2019 |
| J••• R••••••• C•• 2••••• L••• | Securitized Asset Fund | $253M | 2 | Feb 25, 2022 |
| J••• C•• 2•••••• L•••no longer reported | Securitized Asset Fund | $253M | 10 | Feb 24, 2015 |
| J••• R••••••• F•••••• 2•••••• L••• | Securitized Asset Fund | $249M | 2 | Feb 28, 2023 |
| J••• C•• 2••• L•••no longer reported | Securitized Asset Fund | $236M | 13 | Feb 24, 2015 |
| J••• C•• 2••• L••• | Securitized Asset Fund | $230M | 15 | Feb 20, 2018 |
| J••• R••••••• C•• 2••• L•••no longer reported | Securitized Asset Fund | $226M | 3 | Feb 20, 2018 |
| J••• R••••••• C•• 2••• L••• | Securitized Asset Fund | $217M | 3 | Feb 26, 2021 |
| J••• R••••••• C•• 2•••••• L••• | Securitized Asset Fund | $215M | 2 | Feb 25, 2022 |
| J••• C•• 2••• L••• | Securitized Asset Fund | $212M | 14 | Feb 23, 2017 |
| J•• C••••• A••••••• C•• V• L•• | Securitized Asset Fund | $205M | 12 | Feb 29, 2024 |
| J••• R••••••• F•••••• 2••• L••• | Securitized Asset Fund | $204M | 2 | Feb 25, 2022 |
| J••• R••••••• F•••••• 2••••••• L••• | Securitized Asset Fund | $183M | 2 | Feb 25, 2022 |
| J••• R••••••• C•• 2•••••• L••• | Securitized Asset Fund | $180M | 2 | Feb 28, 2020 |
| J•••••••• D••••• L•••••• O••••••• F••• C• L• | Private Equity Fund | $156M | 1 | Feb 26, 2021 |
| J••• C•• 2•••••• L••• | Securitized Asset Fund | $152M | 9 | Feb 5, 2016 |
| J••• R••••••• F•••••• 2••••• L••• | Securitized Asset Fund | $150M | 2 | Feb 28, 2023 |
| J•••••••• D••••• L•••••• O••••••• F••• I• C• L• | Private Equity Fund | $150M | 1 | Feb 28, 2023 |
| J•••••••• D••••• L•••••• F••• I• C• L• | Private Equity Fund | $150M | 1 | Feb 28, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••• T•••••• G• · Presidentcontrolsince 12/2016 · owns less than 5%
- G••••••••• T••••• · Chief Compliance Officercontrolsince 06/2023 · owns less than 5%
- H•••• E•••••• J••••• · Coo/Managing D•••••Orcontrolsince 10/2005 · owns less than 5%
- K••••••• A••• · General Counselcontrolsince 06/2022 · owns less than 5%
- R•••••• D••••• · Chief Accounting Officercontrolsince 12/2006 · owns less than 5%
Entity owners
- J••• P••••• L•• · Managing Memberdirect · owns 75% or more
- J•••••••• F•••••••• G•••• I••• · Memberindirect · owns 50% to 75% of J••• P••••• L•• · public reporting company
- M••••••••• M••••• L••• I•••••••• C•••••• · Memberindirect · owns 50% to 75% of J••• P••••• L••
Related persons
Schedule D 7.A
- J•••••••• L••broker-dealerbanktrust companyn
- M••••••••• M••••• L••• I•••••••• C••••••investment adviserbankreal estateyRAUM $40B
Advisers that list J•••••••• F•••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Private funds · 51 to 50Feb 27, 2026 to Mar 2, 2026
- Accounts · 48 to 56Feb 28, 2025 to Feb 27, 2026
- Advisory employees · 53 to 51Feb 28, 2025 to Feb 27, 2026
- BD registered reps · 16 to 7Feb 28, 2025 to Feb 27, 2026
- Pooled vehicle clients · 44 to 56Feb 28, 2025 to Feb 27, 2026
- Assets in custody · $78.9M to $123MFeb 28, 2025 to Feb 27, 2026
- Employees · 122 to 124Feb 28, 2025 to Feb 27, 2026
- Private funds · 37 to 51Feb 28, 2025 to Feb 27, 2026
- Discretionary RAUM · $19B to $23BFeb 28, 2025 to Feb 27, 2026
- Non-discretionary RAUM · $598M to $1.5BFeb 28, 2025 to Feb 27, 2026
- Pooled vehicle RAUM · $11B to $15BFeb 28, 2025 to Feb 27, 2026
- RAUM · $19B to $25BFeb 28, 2025 to Feb 27, 2026
- Advisory employees · 50 to 53Feb 29, 2024 to Feb 28, 2025
- Accounts · 42 to 48Feb 29, 2024 to Feb 28, 2025
- Pooled vehicle clients · 39 to 44Feb 29, 2024 to Feb 28, 2025
- Assets in custody · $105M to $78.9MFeb 29, 2024 to Feb 28, 2025
- Employees · 112 to 122Feb 29, 2024 to Feb 28, 2025
- Financial planning clients · unset to Feb 29, 2024 to Feb 28, 2025
- Private funds · 41 to 37Feb 29, 2024 to Feb 28, 2025
- Discretionary RAUM · $16B to $19BFeb 29, 2024 to Feb 28, 2025
- Non-discretionary RAUM · $681M to $598MFeb 29, 2024 to Feb 28, 2025
- Pooled vehicle RAUM · $10B to $11BFeb 29, 2024 to Feb 28, 2025
- RAUM · $16B to $19BFeb 29, 2024 to Feb 28, 2025
- Advisory employees · 59 to 50Jun 22, 2023 to Feb 29, 2024
- BD registered reps · 0 to 16Jun 22, 2023 to Feb 29, 2024
- Assets in custody · unset to 104507100.0Jun 22, 2023 to Feb 29, 2024
- Custody of client assets · false to trueJun 22, 2023 to Feb 29, 2024
- Employees · 119 to 112Jun 22, 2023 to Feb 29, 2024
- Private funds · 39 to 41Jun 22, 2023 to Feb 29, 2024
- Discretionary RAUM · $16B to $16BJun 22, 2023 to Feb 29, 2024
- Pooled vehicle RAUM · $9.6B to $10BJun 22, 2023 to Feb 29, 2024
- RAUM · $16B to $16BJun 22, 2023 to Feb 29, 2024
- Accounts · 33 to 42Feb 25, 2022 to Feb 28, 2023
- Advisory employees · 63 to 59Feb 25, 2022 to Feb 28, 2023
- Pooled vehicle clients · 31 to 39Feb 25, 2022 to Feb 28, 2023
- Employees · 104 to 119Feb 25, 2022 to Feb 28, 2023
- Private funds · 31 to 39Feb 25, 2022 to Feb 28, 2023
- Discretionary RAUM · $14B to $16BFeb 25, 2022 to Feb 28, 2023
- Non-discretionary RAUM · $535M to $681MFeb 25, 2022 to Feb 28, 2023
- Pooled vehicle RAUM · $7.6B to $9.6BFeb 25, 2022 to Feb 28, 2023
Signals
5 dated events
- J•••••••• F•••••• L•• reported RAUM $24.6B, up 28% from $19.2B (2025-02-28 to 2026-02-27)Feb 27, 2026 · RAUM change · derived
- Thomas Grenville (Chief Compliance Officer) appeared on Schedule A of J•••••••• F•••••• L••Jun 22, 2023 · Control person joined · fact
- Adam Klepack (Cco/General Counsel) appeared on Schedule A of J•••••••• F•••••• L••Feb 28, 2023 · Control person joined · fact
- J•••••••• F•••••• L•• reported RAUM $12.7B, up 65% from $7.7B (2020-03-04 to 2021-02-26)Feb 26, 2021 · RAUM change · derived
- J•••••••• F•••••• L•• reported RAUM $6.4B, up 28% from $5.0B (2018-07-18 to 2019-02-25)Feb 25, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- J•••••••• F•••••• L•• · Independent Sponsorsshared crd · capital_provider
- J•••••••• F•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jefferies-credit-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-284-3474reportedpublic record, Form ADV, Mar 2, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026