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JACOBS LEVY EQUITY MANAGEMENT
Legal name: JACOBS LEVY EQUITY MANAGEMENT INC
CRD 107022File 801-28257
APPROVED
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$28.01B
Top 10% of cohort (national)
Discretionary AUM
$28.01B
Clients
75
148 accounts
Employees
70
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 30, 1986
- Principal office
- 100 CAMPUS DRIVE, 4TH FLOOR EAST, FLORHAM PARK, NJ, 07932-0650
- Phone
- 973-410-9222
- Website
- HTTP://WWW.JACOBSLEVY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $28.01B
- Discretionary AUM
- $28.01B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 148
- Non-discretionary accounts
- 0
- Total accounts
- 148
- AUM per client
- $373.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $217.7M |
| Non-U.S. persons | Fewer than 5 | $4.29B |
| Investment companies | 13 | $4.11B |
| Charitable organizations | Fewer than 5 | $161.6M |
| Other investment advisers | 5 | $0 |
| Pooled investment vehicles | 13 | $5.26B |
| Pension and profit sharing plans | 35 | $8.68B |
| State or municipal government entities | 9 | $5.28B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 67 | 70 | increased by3 |
| Apr 1, 2026 | Clients | 72 | 75 | increased by3 |
| Apr 1, 2026 | AUM | $31,267,294,087 | $28,006,711,148 | decreased by$3,260,582,939 |
| Apr 1, 2026 | Accounts | 150 | 148 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 60 | 67 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 51 | 72 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $16,800,681,401 | $31,267,294,087 | increased by$14,466,612,686 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 116 | 150 | increased by34 |
| Apr 1, 2022 | Employees | 61 | 60 | decreased by1 |
| Apr 1, 2022 | Clients | 56 | 51 | decreased by5 |
| Apr 1, 2022 | AUM | $14,902,199,095 | $16,800,681,401 | increased by$1,898,482,306 |
| Apr 1, 2022 | Accounts | 118 | 116 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JACOBS LEVY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JACOBS LEVY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.