Investment adviser · CRD 107022
JACOBS LEVY EQUITY MANAGEMENT
Investment adviser filing (IA)
JACOBS LEVY EQUITY MANAGEMENT INC
FLORHAM PARK, NJ, United States · Form ADV filed Apr 30, 2026
- Regulatory AUM
- $28B Form ADV · Item 5.F
- Client accounts
- 148 Accounts, not individual clients
- Employees
- 70 Reported in this filing
- Advisory professionals
- 38 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 35 | $8,683,490,093 | 31.0% |
| Government entities | 9 | $5,277,396,363 | 18.8% |
| Pooled investment vehicles | 13 | $5,261,807,438 | 18.8% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $4,291,080,755 | 15.3% |
| Investment companies | 13 | $4,113,640,149 | 14.7% |
| Corporations & businesses | Fewer than 5 | $217,657,118 | 0.8% |
| Charities | Fewer than 5 | $161,639,232 | 0.6% |
| Other investment advisers | 5 | $0 | 0.0% |
Filing source
Form ADV 2100891 · Apr 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
5 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
JACOBS LEVY 130-30 CORE 3 FUND, LLCHedge Fund · Last reported Apr 30, 2026$2BGross asset value
Form D fundraising filings
Jacobs Levy 130-30 Core 3 Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-1555062616
- Reported beneficial owners
- 4
- Minimum commitment
- $25M
- Form D file number
- 021-116025
Form ADV 2100891 · Apr 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JACOBS LEVY 130-30 LARGE 1 FUND, LLCHedge Fund · Last reported Apr 30, 2026$1.14BGross asset value
Form D fundraising filings
Jacobs Levy 130-30 Large 1 Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
GOLDMAN SACHS & CO. LLC
SEC 8-129
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-4046761534
- Reported beneficial owners
- 5
- Minimum commitment
- $25M
- Form D file number
- 021-167318
Form ADV 2100891 · Apr 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JACOBS LEVY 130-30 SMALL 2 FUND, LLCHedge Fund · Last reported Apr 30, 2026$264MGross asset value
Form D fundraising filings
Jacobs Levy 130-30 Small 2 Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-5376370768
- Reported beneficial owners
- 2
- Minimum commitment
- $25M
- Form D file number
- 021-334363
Form ADV 2100891 · Apr 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JACOBS LEVY 130-30 LARGE CAP CUSTOM FUND, LLCHedge Fund · Last reported Apr 30, 2026$263MGross asset value
Form D fundraising filings
Jacobs Levy 130-30 Large Cap Custom Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
GOLDMAN SACHS & CO. LLC
SEC 8-129
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-7500069952
- Reported beneficial owners
- 1
- Minimum commitment
- $25M
- Form D file number
- 021-461777
Form ADV 2100891 · Apr 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JACOBS LEVY GROUP TRUST - MID CAP FUNDOther Private Fund · Last reported Mar 30, 2016$297MGross asset value
Form D fundraising filings
Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-9030747826
- Reported beneficial owners
- 1
- Minimum commitment
- $25M
- Form D file number
- 021-205557
Form ADV 999718 · Mar 30, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 30, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
100 CAMPUS DRIVE, 4TH FLOOR EASTFLORHAM PARK, NJ, 07932-0650, United States
CRD 107022
Filing source
Form ADV 2100891 · Apr 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.