← Tributary

JEFFERIES CREDIT MANAGEMENT LLC

NEW YORK, NY · CRD 324525 · IAPD ↗ · 212-284-2300

$3.82BRegulatory AUM
18Advisory reps
26Employees
0Clients
n/aPlanning clients
3Private funds
1States
11Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — JEFFERIES CREDIT MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 2 (9 -> 11).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
54
April 2026 — JEFFERIES CREDIT MANAGEMENT LLC reported RAUM up 46% ($2.61B -> $3.82B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — JEFFERIES CREDIT MANAGEMENT LLC now reports 3 private fund(s) ($590.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
60
April 2025 — JEFFERIES CREDIT MANAGEMENT LLC now reports custody of client assets ($38.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
April 2024 — JEFFERIES CREDIT MANAGEMENT LLC crossed $1B in regulatory AUM ($985.0M -> $2.46B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.