AdvisorCensus / Financial advisors / New York / New York, NY / Jefferies LLC
Financial advisors in New York, NY using Jefferies LLC
9 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Jefferies LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alpine Saxon Woods | Purchase | SEC-registered investment adviser | $500 million to $1 billion |
| Alpine Woods Capital Investors, LLC | Purchase | SEC-registered investment adviser | $100 million to $500 million |
| Baron Capital Management, Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| DG Capital Management, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| DME Capital Management, LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| SM Investors | New York | SEC-registered investment adviser | $25 million to $100 million |
| Summit Street Capital Management, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Tabor Asset Management, LP | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Wyser-Pratte Management Co., Inc. | Bedford Hills | SEC-registered investment adviser | $25 million to $100 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Jefferies LLC nationwide
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AdvisorCensus. Financial advisors in New York, NY using Jefferies LLC. https://advisorcensus.com/advisors/ny/new-york/custodians/jefferies https://advisorcensus.com/advisors/ny/new-york/custodians/jefferies