Form D · Other Investment Fund

Jacobs Levy 130-30 Small 2 Fund, LLC

Florham Park, NJ · CIK 0001769615

Offering snapshot reported Feb 27, 2026 · SEC filing

Reported sold
$164M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 22, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$81.8M$164MMar 8, 2019: $103,540,595.00Mar 8, 2019Mar 6, 2020: $103,547,086.00Mar 5, 2021: $163,507,687.00Mar 4, 2022: $163,507,687.00Mar 3, 2023: $163,507,687.00Mar 1, 2024: $163,507,687.00Feb 28, 2025: $163,507,687.00Feb 27, 2026: $163,507,687.00Feb 27, 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

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 27, 2026Amendment$163,507,687$0vs Feb 28, 20251SEC filing
Feb 28, 2025Amendment$163,507,687$0vs Mar 1, 20241SEC filing
Mar 1, 2024Amendment$163,507,687$0vs Mar 3, 20231SEC filing
Mar 3, 2023Amendment$163,507,687$0vs Mar 4, 20221SEC filing
Mar 4, 2022Amendment$163,507,687$0vs Mar 5, 20211SEC filing
Mar 5, 2021Amendment$163,507,687$59,960,601vs Mar 6, 20201SEC filing
Mar 6, 2020Amendment$103,547,086$6,491vs Mar 8, 20191SEC filing
Mar 8, 2019Initial$103,540,595No 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
021-334363

Source: Form D, filed Feb 27, 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 SMALL 2 FUND, LLC

Investment adviser: JACOBS LEVY EQUITY MANAGEMENT INC

Gross asset value
$264M
Beneficial owners
2
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 805-5376370768

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

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