Jacobs Equity
● SEC registered since 2024CRD 147725SEC# 801-131649Draper, UT
Reg. AUM
$133.2M
Employees
3
Accounts
141
Location
Draper, UT
Jacobs Equity assets under management
Jacobs Equity is an investment advisory firm registered with the SEC based in Draper, UT. The firm has been registered since 2024. It reports $133.2 million in regulatory assets under management and employs 3 people.
Jacobs Equity owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey L Jacobs Control | Managing Member / Cco | Over 75% | 2008 |
Frequently asked questions
How much does Jacobs Equity manage?
Jacobs Equity reports $133.2 million in regulatory assets under management on its Form ADV.
How many employees does Jacobs Equity have?
Jacobs Equity reports 3 employees.
Where is Jacobs Equity located?
Jacobs Equity is based in Draper, UT and has been SEC-registered since 2024.
Does Jacobs Equity disclose fund performance?
Jacobs Equity is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12231 S 900 E, Draper, UT 84020 |
| Phone | 650-387-3808 |
| Fax | 800-423-2391 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$133.2M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$133.2Mregulatory AUM
Discretionary $133.2M