Jacobs & Company LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Jacobs & Company LLC
CRD #107674
SEC #801-12012
CIK #
AUM $664.4 MM (100% Disc, 99% US)
Employees4 (75% Investors, 0% Brokers)
Phone415-777-1617
Address595 Market Street
San Francisco, CA 94105
Source [IAPD]
Total AUM ($MM)
68554841127413702000200620132020
Comparable Firms State AUM ($BB)
George McKelvey Co Inc
NJ 0.7
NorthStar Investment Advisors LLC
CO 0.7
Adviceone Advisory Services LLC
CT 0.7
Capitalia SA
0.7
Financial Perspectives Inc
MN 0.7
Heartwood Wealth Advisors LLC
VA 0.7
Verus Financial Partners Inc
VA 0.7
Medley & Brown LLC
MS 0.7
Aufman Associates Inc
PA 0.6
First Command Bank
TX 0.6
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com