PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Jacobs Levy Equity Management Inc

● SEC registered since 1986CRD 107022SEC# 801-28257Florham Park, NJ
Export (members)
Ranks #445 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$28.01B
Fund GAV
$3.67B
Private funds
4
Employees
70
Accounts
148
Location
Florham Park, NJ

Jacobs Levy Equity Management Inc assets under management

Jacobs Levy Equity Management Inc operates as an SEC-registered investment adviser based in Florham Park, NJ. The firm has been registered since 1986. It reports $28 billion in regulatory assets under management and employs 70 people. Jacobs Levy Equity Management Inc manages 4 private funds with combined gross assets of $3.7 billion, including Jacobs Levy 130-30 Core 3 Fund, LLC. By regulatory assets, it ranks 445 of 6,004 private fund managers.

Jacobs Levy Equity Management Inc private funds

4 funds · $3.67B GAV
FundTypeGross assetsMin.
Jacobs Levy 130-30 Core 3 Fund, LLCHedge$2B$25M
Jacobs Levy 130-30 Large 1 Fund, LLCHedge$1.14B$25M
Jacobs Levy 130-30 Small 2 Fund, LLCHedge$264.2M$25M
See all 4 funds — unlock the full record.
Join to unlock · $37/mo

Jacobs Levy Equity Management Inc owners & executives

5 reported
NameTitleOwnershipSince
Bruce IRA Jacobs ControlPresident And Director50-75%1986
Jason Matthew Hoberman ControlGeneral Counsel And Chief Compliance OfficerUnder 5%2017
Kenneth Neil Levy ControlVice President And Director50-75%1986
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Jacobs Levy Equity Management Inc manage?

Jacobs Levy Equity Management Inc reports $28 billion in regulatory assets under management on its Form ADV.

How many private funds does Jacobs Levy Equity Management Inc manage?

Jacobs Levy Equity Management Inc manages 4 private funds with combined gross assets of $3.7 billion.

How many employees does Jacobs Levy Equity Management Inc have?

Jacobs Levy Equity Management Inc reports 70 employees.

Where is Jacobs Levy Equity Management Inc located?

Jacobs Levy Equity Management Inc is based in Florham Park, NJ and has been SEC-registered since 1986.

Does Jacobs Levy Equity Management Inc disclose fund performance?

Jacobs Levy Equity Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Campus Drive, 4th Floor East, Florham Park, NJ 07932-0650
Phone973-410-9222
Fax973-410-9333
Office hours8:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK884414
Discloses disciplinary historyNo

Regulatory AUM

$28.01B▼ 10%
Mar '25 — $31.27BApr '25 — $31.27BMay '25 — $31.27BJun '25 — $31.27BJul '25 — $31.27BAug '25 — $31.27BSep '25 — $31.27BOct '25 — $31.27BNov '25 — $31.27BDec '25 — $31.27BJan '26 — $31.27BFeb '26 — $31.27BMar '26 — $28.01BApr '26 — $28.01BMay '26 — $28.01BJun '26 — $28.01B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 7%
Larger than 93% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 9%
More than 91% of 16,825 advisers

Assets under management

$28.01Bregulatory AUM
Discretionary $28.01B

Service providers