Jacobs Levy Equity Management
Registered investment advisor · Florham Park, New Jersey · CRD #107022
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Jacobs Levy Equity Management
Jacobs Levy Equity Management, Inc. is an independent investment adviser based in Florham Park, New Jersey, founded in 1986 by Bruce I. Jacobs and Kenneth N. Levy. The firm specializes in quantitative U.S. equity portfolio management for institutional clients around the world. With a team of approximately 72 staff, Jacobs Levy manages assets valued at $26 billion, as reported in its latest 13F filing. The firm is recognized for its innovative quantitative equity strategies, particularly its "di
Fee Structure
Frequently Asked Questions
What is Jacobs Levy Equity Management's AUM?
Jacobs Levy Equity Management reports approximately $28B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Jacobs Levy Equity Management headquartered?
Jacobs Levy Equity Management is headquartered in Florham Park, New Jersey.
What is Jacobs Levy Equity Management's CRD number?
Jacobs Levy Equity Management's CRD number is 107022. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Jacobs Levy Equity Management manage?
Jacobs Levy Equity Management manages approximately 148 client accounts according to its latest SEC filing.
Is Jacobs Levy Equity Management SEC registered?
Yes, Jacobs Levy Equity Management is registered with the SEC as an investment adviser with an approved registration status.
Similar advisors in New Jersey
Research firms like Jacobs Levy Equity Management at scale
Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.
Start Free Trial