Form D · Other Investment Fund
Jacobs Levy Equity Custom U Fund, LLC
Florham Park, NJ · CIK 0001976334
Offering snapshot reported Apr 10, 2026 · SEC filing
- Reported sold
- $441M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 28, 2023 As reported in this filing
Fundraising history
Reported soldDates 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 10, 2026 | Amendment | $440,500,000 | $0vs Apr 11, 2025 | 2 | SEC filing |
| Apr 11, 2025 | Amendment | $440,500,000 | $50,000,000vs Apr 12, 2024 | 2 | SEC filing |
| Apr 12, 2024 | Amendment | $390,500,000 | $140,000,000vs May 12, 2023 | 2 | SEC filing |
| May 12, 2023 | Initial | $250,500,000 | No comparison | 2 | SEC 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
- 021-481578
Source: Form D, filed Apr 10, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Jacobs Levy Equity Management, Inc. | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Florham Park, NJ, 07932-0650