Jacobs Levy Equity Management Inc

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Jacobs Levy Equity Management Inc ✚
CRD #	107022
SEC #	801-28257
CIK #	0000884414
AUM	28.01 B (2026-04-30)
Employees	70 (54% Investors, 0% Brokers)
Phone	973-410-9222
Address	100 Campus Drive Florham Park, NJ 07932-0650
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Nvidia Corp	1.4
	Apple Inc	1.2
	Alphabet Inc	1.0
	Microsoft Corp	0.6
	Priceline Com Inc	0.3
	Qualcomm Inc/DE	0.3
	ServiceNow Inc	0.3
	Target Corp	0.3
	Amazon Com Inc	0.3
	Interactive Brokers Group Inc	0.3
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
HF	Jacobs Levy 130-30 Large Cap Custom Fund LLC	[2022-11-28]	197.6 M	262.5 M
	Filed 2025-10-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Jacobs Levy 130-30 Small 2 Fund LLC	[2019-03-29]	163.5 M	264.2 M
	Filed 2026-02-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Jacobs Levy Group Trust - Mid Cap Fund	[2014-03-31]	296.2 M	296.9 M
	Filed 2015-04-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Jacobs Levy 130-30 Core 3 Fund LLC	[2012-03-30]	478.3 M	2,001.1 M
	Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Jacobs Levy 130-30 Large 1 Fund LLC	[2012-03-30]	638.7 M	1,140.5 M
	Filed 2025-12-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	13	4.1
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	13	5.3
(g) Pension and profit sharing plans	35	8.7
(h) Charitable organizations	0	0.2
(i) State or municipal government entities	9	5.3
(j) Other investment advisers	5	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	4.3
(m) Corporations or other businesses not listed above	0	0.2
(n) Other	0	0.0
Total	148	28.0
By Discretionary
Discretionary	148	28.0
Non-Discretionary	0	0.0
Total	148	28.0
By Non-United States Persons
Non-United States Persons		5.6
United States Persons		22.4
Total	148	28.0

Form D Directors	Role	# Filings	# Firms
Kenneth Levy	Executive Officer	6	2
Jacobs Levy Equity Management Inc	Executive Officer	6	2
Bruce Jacobs	Executive Officer	3	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0000884414]

Comparable Firms	State	AUM
Gotham Asset Management LLC ✚	NY	30.03 B
Voleon Capital Management LP ✚	CA	29.38 B
Quadrature US Inc ✚	NY	28.80 B
Baker Bros Advisors LP ✚	NY	28.15 B
Axiom Investors LLC ✚	CT	28.06 B
Research Affiliates LLC ✚	CA	27.84 B
Anchorage Capital Advisors LP ✚	NY	27.83 B
Kirkoswald Asset Management LLC ✚	NY	27.16 B
Aristotle Pacific Capital LLC ✚	CA	26.76 B
CFI Partners LLC ✚	IL	26.31 B

Assets, Funds, Holdings