Jefferies Capital Partners Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $33.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Jefferies Sbi Usa Fund Lp | Private Equity Fund | Delaware | $20.0M | 3 |
| Jefferies Capital Partners V Lp | Private Equity Fund | Delaware | $13.5M | 9 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Friedman, Brian, Paul | Managing Member | Jan 2005 (22y) | 50% – 75% | |
| Luikart, James, Louis | Managing Member | Jan 2005 (22y) | Less than 5% | |
| Wu, Ying | Cfo, Cco | Aug 2009 (17y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jefferies Group Llc | Non Managing Member | Jan 2005 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $33.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Jefferies Sbi Usa Fund Lp | Private Equity Fund | $20.0M | $10.0M | 3 |
| Jefferies Capital Partners V Lp | Private Equity Fund | $13.5M | $10.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 963 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗