{
  "crd_number": 324525,
  "slug": "jefferies-credit-management-llc-new-york-ny-324525",
  "primary_business_name": "JEFFERIES CREDIT MANAGEMENT LLC",
  "legal_name": "JEFFERIES CREDIT MANAGEMENT LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-08-24",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 3816686665.0,
  "raum_discretionary": 3426686665.0,
  "raum_non_discretionary": 390000000.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 26,
  "advisory_employees": 18,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 590000000.0,
      "count": 3
    },
    "business_development_companies": {
      "raum": 3226686665.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324525",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/jefferies-credit-management-llc-new-york-ny-324525",
  "display_name": "Jefferies Credit Management LLC",
  "summary": "Jefferies Credit Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Jefferies Credit Management LLC (CRD 324525): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Jefferies Credit Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jefferies Credit Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Jefferies Credit Management LLC located?",
      "a": "Jefferies Credit Management LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Jefferies Credit Management LLC registered with the SEC or a state?",
      "a": "Jefferies Credit Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324525."
    },
    {
      "q": "How much does Jefferies Credit Management LLC manage?",
      "a": "Jefferies Credit Management LLC reports $3,816,686,665 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (90% discretionary)."
    },
    {
      "q": "How have Jefferies Credit Management LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Jefferies Credit Management LLC: Regulatory assets under management: $0 in the October 2023 data and $3,816,686,665 in the October 2026 data. Total employees: 25 in October 2023 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Jefferies Credit Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); business development companies (2)."
    },
    {
      "q": "Does Jefferies Credit Management LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324525"
    },
    {
      "q": "What changed in Jefferies Credit Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $2,612,055,000 to $3,816,686,665 (+46%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 25,
      "filing_date": "2023-08-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2462500000.0,
      "total_employees": 25,
      "filing_date": "2024-03-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2612055000.0,
      "total_employees": 25,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3816686665.0,
      "total_employees": 26,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,612,055,000 to $3,816,686,665 (+46%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/jefferies-credit-management-llc-new-york-ny-324525.md",
  "clients": [
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 3226686665.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 590000000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324525",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}