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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jacobs Levy Equity Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Jacobs Levy Equity Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Jacobs Levy Equity Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Jacobs Levy Equity Management invest in?","answer":"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. 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