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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) |
| Fees | |
| Minimum | |
| 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 | $0.1B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Jacobs Private Equity LLC | |
| XPO Inc | |
| GXO Logistics Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2022-04-13 | Sell | 5,447,500 | $55.80 | 303,970,500 |
|
GXO Logistics Inc GXO
Common Stock
|
2022-04-13 | Sell | 5,447,500 | $57.24 | 311,814,900 |
|
GXO Logistics Inc GXO
Common Stock
|
2021-12-09 | Sell | 3,217,500 | $86.40 | 277,992,000 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-12-09 | Sell | 3,217,500 | $74.21 | 238,770,675 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-07-01 | Sell | 2,875,000 | $133.86 | 384,847,500 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-10 | Sell | 18,402 | $144.83 | 2,665,162 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-10 | Sell | 33,746 | $145.65 | 4,915,105 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-10 | Sell | 13,241 | $143.65 | 1,902,070 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-10 | Sell | 18,871 | $142.86 | 2,695,911 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-09 | Sell | 1,910 | $145.58 | 278,058 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-09 | Sell | 30,549 | $143.91 | 4,396,307 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-09 | Sell | 20,841 | $142.97 | 2,979,638 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-09 | Sell | 11,856 | $141.96 | 1,683,078 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-09 | Sell | 6,100 | $145.05 | 884,805 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-08 | Sell | 18,536 | $146.15 | 2,709,036 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-08 | Sell | 2,054 | $142.01 | 291,689 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-08 | Sell | 6,407 | $143.18 | 917,354 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-08 | Sell | 4,700 | $144.08 | 677,176 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-06-08 | Sell | 14,941 | $145.05 | 2,167,192 |
|
XPO Inc XPO
Common Stock, par value $0.001 per share
|
2021-05-14 | Sell | 3,100 | $143.15 | 443,765 |
| showing 20 of 65 most recent transactions | |||||
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|---|---|---|
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|
133.5 M | |
|
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NY | 133.3 M |
|
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SC | 133.3 M |
|
Certified Financial Strategies Corporation
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|
Lifecapital Partners LLC
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|
Kanos Capital Management LLC
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|
TX | 133.2 M |
|
Family Financial Group
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|
LA | 133.0 M |
|
Safran Wealth Advisors LLC
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|
NY | 132.9 M |
|
Truadvisors Financial LLC
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|
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|
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VA | 132.7 M |