← Directory
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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.