Jacobs Levy Equity Management
Registered investment adviser · Florham Park, NJ · CRD #107022
Form ADV data as of 2026-09-01Regulatory assets
$28.01 billion
Total accounts
148
Employees
70
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/jacobs-levy-equity-management
- Telephone: 973-410-9222
- SEC file number: 801-28257
- Most recent Form ADV filing: 2026-04-30
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $28.01 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $28.01 billion |
| Discretionary accounts | 148 |
| Non-discretionary accounts | 0 |
| Total accounts | 148 |
| Regulatory assets under management attributable to non-U.S. persons | $5.63 billion |
People
| Total employees (excluding clerical) | 70 |
| Employees performing investment advisory functions (including research) | 38 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 3 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $5.31 billion |
| Clients for whom the firm has custody | 6 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 3 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Investment companies | 13 | $4.11 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 13 | $5.26 billion |
| Pension and profit sharing plans (not the participants or government plans) | 35 | $8.68 billion |
| Charitable organizations | Not reported | $161.6 million |
| State or municipal government entities (including government pension plans) | 9 | $5.28 billion |
| Other investment advisers | 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $4.29 billion |
| Corporations or other businesses not listed above | Not reported | $217.7 million |