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)
Fees
Minimum
Phone	973-410-9222
Address	100 Campus Drive Florham Park, NJ 07932-0650
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

CIK	Period
0000884414	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0000884414

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
	General Motors Co	0.3
	Fortinet Inc	0.2
	Lockheed Martin Corp	0.2
	Edwards Lifesciences Corp	0.2
	Facebook Inc	0.2
	McKesson Corp	0.2
	Verisign Inc/Ca	0.2
	Emcor Group Inc	0.2
	Valero Energy Corp/Tx	0.2
	Adobe Systems Inc	0.2
	Phillips 66	0.2
	Micron Technology Inc	0.2
	Align Technology Inc	0.2
	West Pharmaceutical Services Inc	0.2
	Archer Daniels Midland Co	0.2
	Texas Instruments Inc	0.2
	Regeneron Pharmaceuticals Inc	0.2
	Ally Financial Inc	0.2
	Incyte Corp	0.2


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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]

Firm Profile (Form ADV)
Discretionary AUM	$18.4B
Clients	5 (12 non-US)
Serves	Institutional
Fund Types	Hedge Fund
LEI	549300BVR9AUZB18HW43

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

Jacobs Levy Equity Management Inc

Assets, Funds, Holdings