SEC Filings

Prime Broker Insights : Jefferies

Written by Radient AI | Oct 23, 2023 10:26:31 AM

Jefferies' Prime Brokerage services over 550 private funds across 347 funds as of October 2023.

The service provider added 8 new firms in 2023, including Florida-based Merion Road Capital Management (with $21M in AUM).

Some of the largest clients of Jefferies include:

Mariner Investment Group

NY-based alternative asset management firm that manages several types of funds, including hedge funds, private equity funds, and multi-strategy funds. The company also serves as a sub-adviser to other investment advisers. 

AUM: $180.B

No of funds services by Jefferies : 1

 

Elliott Management Corporation

Elliott Management Corporation is an investment management firm founded by Paul Singer in 1977. The company provides discretionary investment advice and other services to private investment funds and co-investment commitments.

AUM: $73.5B

No of funds services by Jefferies: 2

 

Clearlake Capital Group

Clearlake Capital Group, L.P. is an investment adviser that provides advice to privately offered investment funds that focus on investing in special situations, distressed, value private equity and opportunistic debt investments across the capital structure in small and medium-sized companies in both control and non-control scenarios. The company is led by José E. Feliciano and Behdad Eghbali, who hold their ownership interests in Clearlake indirectly through CCG Global, LLC

AUM: $59.6B

No. Of funds serviced by Jefferies:  6

 

Lighthouse Investment Partners

Lighthouse Investment Partners LLC is an alternative asset management firm that provides investment advisory services to institutional investors and high net worth individuals through privately offered investment funds and/or managed accounts.

AUM : $55.8B

No. Of funds serviced by Jefferies: 1

 

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