FLORHAM PARK, NJCRD 107022Latest ADV April 30, 2026
Jacobs Levy Equity Management is an SEC registered investment adviser organized as a corporation with a primary office location in Florham Park, NJ. Its latest Form ADV filing, dated April 30, 2026, reports $28.0B in regulatory assets under management, 70 employees, and 148 accounts.
Assets Under Management
$28.0B
Employees
70
Offices
--
Total Clients
75
Primary office
FLORHAM PARK, NJ
100 CAMPUS DRIVE, 4TH FLOOR EAST, FLORHAM PARK, NJ, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 46.7% of total clients.
Top client categories% of clientsClients
1
Pension Plans
46.7%
35
2
Investment Cos.
17.3%
13
3
Pooled Investment Vehicles
17.3%
13
4
Government
12.0%
9
5
Other Advisers
6.7%
5
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$28.0Bas of April 30, 2026
Discretionary100.0%
$28.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$28.0B
Total Accounts148
10Y AUM Change+$19.8B (+241.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees70
Clients per Employee1:1
10Y Employee Change+15 (+27.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.