Jacobs & Company, LLC
● SEC registered since 1976CRD 107674SEC# 801-12012San Francisco, CA
Reg. AUM
$1.16B
Employees
5
Accounts
809
Location
San Francisco, CA
Jacobs & Company, LLC assets under management
Jacobs & Company, LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 1976. It reports $1.2 billion in regulatory assets under management and employs 5 people.
Jacobs & Company, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matt David Jacobson Control | Managing Member | 50-75% | 1988 |
| Susan Alice Newmeyer Control | Chief Compliance Officer | 10-25% | 2021 |
| Thomas William Newmeyer Control | Managing Member | 25-50% | 2002 |
Frequently asked questions
How much does Jacobs & Company, LLC manage?
Jacobs & Company, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Jacobs & Company, LLC have?
Jacobs & Company, LLC reports 5 employees.
Where is Jacobs & Company, LLC located?
Jacobs & Company, LLC is based in San Francisco, CA and has been SEC-registered since 1976.
Does Jacobs & Company, LLC disclose fund performance?
Jacobs & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 595 Market Street, Suite 1330, San Francisco, CA 94105 |
| Phone | 415-777-1617 |
| Office hours | 8a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.16B▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.16Bregulatory AUM
Discretionary $1.16B