Clients
Jacobs Levy Equity Management serves 75 clients, 35 of them pension and profit-sharing plans. The average client has about $373 million with the firm.
- Investment companies13 clients15%
- Pooled investment vehicles13 clients19%
- Pension and profit-sharing plans35 clients31%
- State or municipal government entities9 clients19%
- Sovereign wealth funds and foreign official institutions15%
- OtherCharitable organizations, Corporations and other businesses1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 13 | $4,113,640,149 | 14.7% | $316.4M |
| Pooled investment vehicles | 13 | $5,261,807,438 | 18.8% | $404.8M |
| Pension and profit-sharing plans | 35 | $8,683,490,093 | 31.0% | $248.1M |
| Charitable organizations | Not reported | $161,639,232 | 0.6% | — |
| State or municipal government entities | 9 | $5,277,396,363 | 18.8% | $586.4M |
| Other investment advisers | 5 | $0 | 0.0% | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $4,291,080,755 | 15.3% | — |
| Corporations and other businesses | Not reported | $217,657,118 | 0.8% | — |
| Total | 75 | $28,006,711,148 | 100% | $373.4M |
- Clients
- 13
- Regulatory AUM
- $4,113,640,149
- Share
- 14.7%
- Avg. per client
- $316.4M
- Clients
- 13
- Regulatory AUM
- $5,261,807,438
- Share
- 18.8%
- Avg. per client
- $404.8M
- Clients
- 35
- Regulatory AUM
- $8,683,490,093
- Share
- 31.0%
- Avg. per client
- $248.1M
- Clients
- Not reported
- Regulatory AUM
- $161,639,232
- Share
- 0.6%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $5,277,396,363
- Share
- 18.8%
- Avg. per client
- $586.4M
- Clients
- 5
- Regulatory AUM
- $0
- Share
- 0.0%
- Avg. per client
- $0
- Clients
- Not reported
- Regulatory AUM
- $4,291,080,755
- Share
- 15.3%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $217,657,118
- Share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 75
- Regulatory AUM
- $28,006,711,148
- Share
- 100%
- Avg. per client
- $373.4M
What it does
Jacobs Levy Equity Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Jacobs Levy Equity Management advises 4 private funds.
100.0% of assets ($28.01B across 148 accounts) are managed with discretion. 12% of clients are outside the U.S., and 5 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks99%
- Cash1%
Custodians
Jacobs Levy Equity Management’s client accounts are held mainly at State Street Bank and Trust, with 37% of managed assets, and Northern Trust, with 10%. Jacobs Levy Equity Management has custody of $5.31B for 6 clients.
- Northern TrustNorthern Trust Company · Chicago, IL · $2.92B10%
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $10.28B37%
- All other custodians$14.81B53%
Ownership and leadership
Bruce Jacobs owns 50% to 75% of Jacobs Levy Equity Management.
- Owns 50% to 75% of Jacobs Levy Equity Management Inc
Bruce Jacobs
Control person · since September 1986
- Owns 50% to 75% of Jacobs Levy Equity Management Inc
Kenneth Levy
Control person · since September 1986
Leadership
- Bruce JacobsPresident and Director
- Kenneth LevyVice President and Director
- Leo DaltonChief Financial Officer
- Laura DevitoChief Operating Officer
- Jason HobermanGeneral Counsel and Chief Compliance Officer
Staff
- 70 employees
- 38 in advisory functions
- 3 state-registered reps
Reported holdings
Jacobs Levy Equity Management’s reported 13F holdings total $27.81B across 934 positions, and the ten largest make up 27.7% of it.
- $27.81B
- Reported 13F value
- 934
- Positions
- 27.7%
- In the 10 largest
- +16.9%
- Value vs. prior quarter
- Nvidia Corporation6.4%
- Alphabet Inc. · Cap Stk CL C5.0%
- Apple Inc.3.8%
- Micron Technology Inc.2.7%
- Microsoft Corp.2.3%
- KLA Corp.1.9%
- Booking Holdings Inc.1.4%
- Fortinet Inc.1.4%
- Amazon Com Inc.1.4%
- Crowdstrike Hldgs Inc. · CL A1.3%
Together, the ten largest are 27.7% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $27.81B is not its $28.01B in regulatory assets and does not represent any individual client's portfolio.
Fees
Jacobs Levy Equity Management is paid through a percentage of assets under management and performance-based fees.
Jacobs Levy Equity Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Jacobs Levy Equity Management has 0 offices, with 1 listed address in 1 state.
New Jersey · 1 listed address
- 100 Campus Drive, 4th Floor East, Florham ParkHQ
Registration details
- Legal name
- Jacobs Levy Equity Management Inc
- Headquarters
- 100 Campus Drive, 4th Floor East, Florham Park, NJ 07932-0650
- Phone
- 973-410-9222
- Website
- www.jlem.com
- SEC file
- 801-28257
- Structure
- New Jersey corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Jacobs Levy Equity Management have?
Jacobs Levy Equity Management has 75 clients and manages $28 billion for them, as of April 2026. They include 35 pension and profit-sharing plans, 13 investment companies and 13 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Jacobs Levy Equity Management offer?
Jacobs Levy Equity Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Jacobs Levy Equity Management use?
Jacobs Levy Equity Management’s separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $10,275,883,831 and Northern Trust Company (Chicago, IL), with $2,918,867,329. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Jacobs Levy Equity Management have?
Jacobs Levy Equity Management has 3 investment adviser representatives registered with state securities authorities, out of 70 employees, and 38 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jacobs Levy Equity Management invest in?
At the end of its last fiscal year, Jacobs Levy Equity Management’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jacobs Levy Equity Management?
Jacobs Levy Equity Management’s direct owners are Bruce Jacobs (50% to 75%) and Kenneth Levy (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Jacobs Levy Equity Management get paid?
Jacobs Levy Equity Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file