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| Jacobs Levy Equity Management Inc
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| CRD # | 107022 |
| SEC # | 801-28257 |
| CIK # | 0000884414 |
| AUM | $31.3 B (2025-05-06) |
| Employees | 67 (52% Investors, 0% Brokers) |
| Phone | 973-410-9222 |
| Address | 100 Campus Drive Florham Park, NJ 07932-0650 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000884414 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Nvidia Corp | 1.6 | |
| Apple Inc | 1.2 | |
| Microsoft Corp | 1.0 | |
| Facebook Inc | 0.5 | |
| Priceline Com Inc | 0.4 | |
| Alphabet Inc | 0.4 | |
| Amazon Com Inc | 0.4 | |
| Qualcomm Inc/DE | 0.4 | |
| Arista Networks Inc | 0.3 | |
| McKesson Corp | 0.3 | |
| Adobe Systems Inc | 0.3 | |
| O Reilly Automotive Inc | 0.3 | |
| Interactive Brokers Group Inc | 0.3 | |
| Edwards Lifesciences Corp | 0.3 | |
| Verisign Inc/Ca | 0.3 | |
| GE Vernova Inc | 0.3 | |
| Travelers Companies Inc | 0.2 | |
| Jabil Circuit Inc | 0.2 | |
| Mastercard Inc | 0.2 | |
| Target Corp | 0.2 | |
| Salesforce Com Inc | 0.2 | |
| General Motors Co | 0.2 | |
| Fortinet Inc | 0.2 | |
| Hansen Natural Corp | 0.2 | |
| Lennox International Inc | 0.2 | |
| Automatic Data Processing Inc | 0.2 | |
| Phillips 66 | 0.2 | |
| Hunt J B Transport Services Inc | 0.2 | |
| Spotify Technology Sa | 0.2 | |
| Ally Financial Inc | 0.2 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Jacobs Levy 130-30 Large Cap Custom Fund LLC | [2022-11-28] | 197.6 | 301.5 |
| HF | Jacobs Levy 130-30 Small 2 Fund LLC | [2019-03-29] | 163.5 | 267.0 |
| Other | Jacobs Levy Group Trust - Mid Cap Fund | [2014-03-31] | 296.2 | 296.9 |
| HF | Jacobs Levy 130-30 Core 3 Fund LLC | [2012-03-30] | 478.3 | 1,768.6 |
| HF | Jacobs Levy 130-30 Large 1 Fund LLC | [2012-03-30] | 638.7 | 1,026.7 |
| AUM Breakdown | Accounts | AUM ($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 | 15 | 4.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 5.4 |
| (g) Pension and profit sharing plans | 35 | 8.3 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 8 | 4.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 7.6 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 150 | 31.3 |
| By Discretionary | ||
| Discretionary | 150 | 31.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 150 | 31.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.0 | |
| United States Persons | 22.3 | |
| Total | 150 | 31.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Kenneth Levy | 6 | ||
| Jacobs Levy Equity Management Inc | 6 | ||
| Bruce Jacobs | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000884414] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hudson Bay Capital Management LP
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|
CT | 33.9 |
|
PanAgora Asset Management Inc
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MA | 33.2 |
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Eisler Capital US LLC
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NY | 33.0 |
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King Street Capital Management LP
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NY | 32.3 |
|
Alyeska Investment Group LP
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IL | 31.7 |
|
OC Investment Management LP
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FL | 31.4 |
|
Los Angeles Capital Management LLC
✚
|
CA | 31.3 |
|
Franklin Templeton Investment Management Limited
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|
30.9 | |
|
Polar Capital LLP
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|
29.1 | |
|
Fulcrum Asset Management LLP
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|
29.0 |