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| Happy Holidays!! thanks for using AUM13F!! |
| Jacobs & Company LLC
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| CRD # | 107674 |
| SEC # | 801-12012 |
| CIK # | 0000857501 |
| AUM | $1.1 B (2025-02-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 415-777-1617 |
| Address | 595 Market Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 7.9 |
| (b) Individuals (high net worth individuals) | 224 | 1,076.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 13.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 768 | 1,097.6 |
| By Discretionary | ||
| Discretionary | 768 | 1,097.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 768 | 1,097.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.4 | |
| United States Persons | 1,088.3 | |
| Total | 768 | 1,097.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000857501] | |
| 10-Q | [0000857501] | |
| 4 | [0000857501] | |
| 8-K | [0000857501] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Stout Charles L | |
| Jacobs Financial Group Inc | |
| Jacobs John M |
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