Form D · Other Investment Fund

Jacobs Levy 130-30 Large Cap Custom Fund, LLC

Florham Park, NJ · CIK 0001950577

Offering snapshot reported Oct 9, 2026 · SEC filing

Reported sold
$235M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 30, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$117M$235MOct 14, 2022: $181,654,017.00Oct 14, 2022Oct 13, 2023: $181,654,017.00Oct 13, 2023Oct 11, 2024: $197,554,017.00Oct 11, 2024Oct 10, 2025: $197,554,017.00Oct 10, 2025Oct 9, 2026: $234,554,017.00Oct 9, 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.

  • Reported sold$197,554,017 → $234,554,017

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 9, 2026Amendment$234,554,017$37,000,000vs Oct 10, 20251SEC filing
Oct 10, 2025Amendment$197,554,017$0vs Oct 11, 20241SEC filing
Oct 11, 2024Amendment$197,554,017$15,900,000vs Oct 13, 20231SEC filing
Oct 13, 2023Amendment$181,654,017$0vs Oct 14, 20221SEC filing
Oct 14, 2022Initial$181,654,017No comparison1SEC 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
021-461777

Source: Form D, filed Oct 9, 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 LARGE CAP CUSTOM FUND, LLC

Investment adviser: JACOBS LEVY EQUITY MANAGEMENT INC

Gross asset value
$263M
Beneficial owners
1
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 GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, 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

GOLDMAN SACHS & CO. LLC
SEC 8-129

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Filing source

Form ADV 2100891 · Apr 30, 2026 · Schedule D 7.B.(1), fund 805-7500069952

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
Jacobs Levy Equity Management, Inc. Executive, Promoter

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