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| Keyboard |
| Jacobs Equity
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|---|---|
| CRD # | 147725 |
| SEC # | 801-131649 |
| CIK # | 0002111761, 0001523994 |
| AUM | 133.2 M (2026-04-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 650-387-3808 |
| Address | 12231 S 900 E Draper, UT 84020 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 27.5 |
| (b) Individuals (high net worth individuals) | 45 | 105.7 |
| (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 | 0 | 0.0 |
| (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 | 141 | 133.2 |
| By Discretionary | ||
| Discretionary | 141 | 133.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 141 | 133.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.2 | |
| Total | 141 | 133.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 4 | [0001523994] | |
| SC 13D | [0001523994] | |
| 13F-HR | [0002111761] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Jacobs Private Equity LLC | GXO Logistics Inc | [2022-02-11] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Jacobs Private Equity, LLC | |
| XPO, Inc. | |
| GXO Logistics, Inc. |
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|---|---|---|
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|
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