Form D · Other Investment Fund

Jacobs Levy 130-30 Core 3 Fund, LLC

Florham Park, NJ · CIK 0001430090

Offering snapshot reported Mar 13, 2026 · SEC filing

Reported sold
$478M
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 4, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$239M$478MMar 16, 2009: $112,960,443.00Mar 16, 2009Mar 16, 2010: $112,961,379.00Mar 11, 2011: $112,961,379.00Mar 28, 2012: $178,022,688.00Mar 18, 2013: $178,022,688.00Mar 17, 2014: $178,022,688.00Mar 17, 2015: $178,022,688.00Mar 17, 2016: $178,022,688.00Mar 17, 2017: $378,334,772.00Mar 16, 2018: $378,334,772.00Mar 18, 2019: $378,334,772.00Mar 18, 2020: $388,334,772.00Mar 18, 2021: $388,334,772.00Mar 18, 2022: $388,334,772.00Mar 17, 2023: $388,334,772.00Mar 15, 2024: $388,334,772.00Mar 14, 2025: $478,334,772.00Mar 13, 2026: $478,334,772.00Mar 13, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 13, 2026Amendment$478,334,772$0vs Mar 14, 20254SEC filing
Mar 14, 2025Amendment$478,334,772$90,000,000vs Mar 15, 20244SEC filing
Mar 15, 2024Amendment$388,334,772$0vs Mar 17, 20232SEC filing
Mar 17, 2023Amendment$388,334,772$0vs Mar 18, 20222SEC filing
Mar 18, 2022Amendment$388,334,772$0vs Mar 18, 20212SEC filing
Mar 18, 2021Amendment$388,334,772$0vs Mar 18, 20202SEC filing
Mar 18, 2020Amendment$388,334,772$10,000,000vs Mar 18, 20192SEC filing
Mar 18, 2019Amendment$378,334,772$0vs Mar 16, 20182SEC filing
Mar 16, 2018Amendment$378,334,772$0vs Mar 17, 20172SEC filing
Mar 17, 2017Amendment$378,334,772$200,312,084vs Mar 17, 20162SEC filing
Mar 17, 2016Amendment$178,022,688$0vs Mar 17, 20152SEC filing
Mar 17, 2015Amendment$178,022,688$0vs Mar 17, 20142SEC filing
Mar 17, 2014Amendment$178,022,688$0vs Mar 18, 20132SEC filing
Mar 18, 2013Amendment$178,022,688$0vs Mar 28, 20122SEC filing
Mar 28, 2012Amendment$178,022,688$65,061,309vs Mar 11, 20112SEC filing
Mar 11, 2011Amendment$112,961,379$0vs Mar 16, 20101SEC filing
Mar 16, 2010Amendment$112,961,379$936vs Mar 16, 20091SEC filing
Mar 16, 2009Amendment$112,960,443No comparisonNot reportedSEC filing
Mar 14, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-116025

Source: Form D, filed Mar 13, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

JACOBS LEVY 130-30 CORE 3 FUND, LLC

Investment adviser: JACOBS LEVY EQUITY MANAGEMENT INC

Gross asset value
$2B
Beneficial owners
4
ADV minimum commitment
$25M

Reported in Form ADV on Apr 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MUFG FUND SERVICES (CAYMAN) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP SHORT HILLS, New Jersey, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Prime broker STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States
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

Filing source

Form ADV 2100891 · Apr 30, 2026 · Schedule D 7.B.(1), fund 805-1555062616

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Bruce I. Jacobs Director, Executive
Jacobs Levy Equity Management, Inc. Executive
Kenneth N. Levy Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Jacobs Levy Equity Management, Inc. 100 Campus Drive, 4 Th Floor East
Florham Park, NJ, 07932-0650