Asset manager · Florham Park, NJ
Jacobs Levy Equity Management
Jacobs Levy Equity Management Inc · SEC-registered investment adviser · CRD 107022 · SEC 801-28257
At a glance
Jacobs Levy Equity Management is an SEC-registered investment adviser based in Florham Park, New Jersey, with $28.0 billion in regulatory assets under management as of its Form ADV filed April 30, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 312th of 3,218 asset managers and 692nd of 17,210 SEC-registered advisers by assets.
Main office 973-410-9222jacobslevy.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $28B
- Rank among asset managers
- #312 of 3,218
- Rank among all SEC RIAs
- #692 of 17,210
- Rank in New Jersey
- #19 of 392
- Clients
- 75
- Accounts
- 148
- Discretionary
- 100% of AUM
- Employees
- 70
- Advisory staff
- 38
- Offices
- 1
Owners and executives on its Form ADV
- Bruce I. JacobsPresident and Director
- Kenneth N. LevyVice President and Director
- Leo A. DaltonChief Financial Officer
- Jason M. HobermanGeneral Counsel and Chief Compliance Officer
- Laura M. DevitoChief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 35 | $8.7B | 31% |
| State or municipal government entities | 9 | $5.3B | 19% |
| Pooled investment vehicles | 13 | $5.3B | 19% |
| Sovereign wealth funds and foreign official institutions | – | $4.3B | 15% |
| Investment companies | 13 | $4.1B | 15% |
| Corporations or other businesses | – | $218M | <1% |
| Charitable organizations | – | $162M | <1% |
| Other investment advisers | 5 | $0M | 0% |
Private funds
Jacobs Levy Equity Management reports 4 private funds with $3.7B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Jacobs Levy Equity Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗jacobslevy.com ↗
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The full record on Jacobs Levy Equity Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 386 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Jacobs Levy Equity Management manage?
Jacobs Levy Equity Management reports $28.0 billion in regulatory assets under management across 148 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 30, 2026.
What kind of firm is Jacobs Levy Equity Management?
Jacobs Levy Equity Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Jacobs Levy Equity Management’s clients?
By assets, its largest client types are pension and profit sharing plans ($8.7 billion, 35 clients); state or municipal government entities ($5.3 billion, 9 clients); pooled investment vehicles ($5.3 billion, 13 clients).
Does Jacobs Levy Equity Management manage private funds?
Yes. It reports 4 private funds with $3.7 billion in gross assets, including hedge funds.
Does Jacobs Levy Equity Management have any disciplinary history?
Jacobs Levy Equity Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Jacobs Levy Equity Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →