Jefferies
Overview
Jefferies is a global investment banking and capital markets firm that provides financial advisory, sales and trading, research, and asset management services.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Airbnb | Dec 2020 | IPO | Co-investor |
| Medline, Inc. | Dec 2025 | IPO | Co-investor |
| CoreWeave | Oct 2024 | Debt | Co-investor |
| Athenahealth | Sep 2007 | IPO | Co-investor |
| Quantinuum | Jun 2026 | Strategic | Co-investor |
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Key People
Adam Posnack
Managing Director
Aditya Sood
Managing Director
Alfred Zappulla
MAnaging Director
Amit Chahal
Managing Director
Angus Rogers
Managing Director
Ariella Tolkin
Managing Director
Christopher Allred
Managing Director
Clifford Lanier
Managing Director
Damon McLaren
Managing Director
Daniel Frommelt
Managing Director
David Zervos
Managing Director
Edward Barnes
Managing Director
Edward Mielke
Managing Director
Eric G.
Managing Director
Gary Campise
Managing Director
J.R. Young
Managing Director Head Of Active Management Portfolio Manager
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Jefferies based?
Jefferies is headquartered in New York City, New York, United States.
When was Jefferies founded?
Jefferies was founded in 1962.
How many portfolio companies does Jefferies have?
Jefferies has 145 portfolio companies in Caplight's dataset.
What are some companies in Jefferies's portfolio?
Portfolio companies visible on Caplight include Airbnb, Medline, Inc., CoreWeave, Athenahealth, Quantinuum.
What was Jefferies's most recent investment shown here?
Jefferies's most recent investment in this portfolio sample was in Quantinuum in 2026.
What sectors does Jefferies focus on?
Jefferies focuses on Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, Enterprise Software, Frontier & Industrial Tech, Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, FinTech, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Mobility, Transportation & Logistics, Healthcare & Life Sciences, Consumer & Commerce, Real Estate & PropTech, Telecommunications & Networking, Healthcare & Life Sciences, Healthcare & Life Sciences, Energy & Sustainability, FinTech, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Enterprise Software, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, Media, Entertainment & Gaming, FinTech, FinTech, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, Energy & Sustainability, FinTech, Cybersecurity, Mobility, Transportation & Logistics, FinTech, Healthcare & Life Sciences, FinTech, Mobility, Transportation & Logistics, Consumer & Commerce, Healthcare & Life Sciences, FinTech, Enterprise Software, Enterprise Software, Cybersecurity, FinTech, Consumer & Commerce, FinTech, Healthcare & Life Sciences, Consumer & Commerce, Consumer & Commerce, Cybersecurity, Consumer & Commerce, Frontier & Industrial Tech, Crypto & Web3, FinTech, Consumer & Commerce, Frontier & Industrial Tech, Energy & Sustainability, Frontier & Industrial Tech, Cybersecurity, Frontier & Industrial Tech, Healthcare & Life Sciences, FinTech, Consumer & Commerce, Enterprise Software, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Cybersecurity, Consumer & Commerce, AI, Data & Cloud Infrastructure, Enterprise Software, FinTech, Frontier & Industrial Tech, Healthcare & Life Sciences, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Real Estate & PropTech, Consumer & Commerce, FinTech, Frontier & Industrial Tech, Enterprise Software, Consumer & Commerce, Consumer & Commerce, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Enterprise Software, Real Estate & PropTech, FinTech, Consumer & Commerce, AI, Data & Cloud Infrastructure, Enterprise Software, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Energy & Sustainability, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, AI, Data & Cloud Infrastructure, Real Estate & PropTech, FinTech, Enterprise Software, Mobility, Transportation & Logistics, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Frontier & Industrial Tech, Consumer & Commerce, Frontier & Industrial Tech, Real Estate & PropTech, FinTech, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Consumer & Commerce, Enterprise Software, Enterprise Software, FinTech, Enterprise Software, Real Estate & PropTech, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Cybersecurity, Energy & Sustainability, FinTech, Real Estate & PropTech, Enterprise Software, Enterprise Software, Healthcare & Life Sciences, Real Estate & PropTech, Enterprise Software, Frontier & Industrial Tech, Real Estate & PropTech, Enterprise Software, Enterprise Software, Energy & Sustainability, Enterprise Software, FinTech, Frontier & Industrial Tech, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, Energy & Sustainability, Healthcare & Life Sciences, Real Estate & PropTech, Energy & Sustainability, Frontier & Industrial Tech, Energy & Sustainability, Real Estate & PropTech, Crypto & Web3, Enterprise Software, Mobility, Transportation & Logistics, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Consumer & Commerce, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software, Enterprise Software, Mobility, Transportation & Logistics, Consumer & Commerce, Enterprise Software, Real Estate & PropTech, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Consumer & Commerce, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Frontier & Industrial Tech, Frontier & Industrial Tech, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Consumer & Commerce, Media, Entertainment & Gaming.
What company stages does Jefferies focus on?
Jefferies typically invests at the MultiStage stage.
What is Jefferies's AUM?
Jefferies's assets under management are estimated between $10.0B and $100.0B.