SourcingSourcing

JACOBS LEVY EQUITY MANAGEMENT INC

C22
CRD 107022·SEC 801-28257·FLORHAM PARK, NJ
AUM
$28.01B
$1B+
Est. Revenue
$280.1M
@ 1% on AUM
Est. EBITDA
$84.0M
@ 30% margin
Est. Deal Value
$672.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JACOBS LEVY EQUITY MANAGEMENT INC
CRD
107022
SEC file #
801-28257
EIN
000000000
DBA names
Jacobs Levy Equity Management

Economics

AUM
$28.01B
AUM band
$1B+
AUM trajectory
'20'26
$8.47B → $28.01B▲ +231%
Client mix
Pension Profit Sharing Plans35
Investment Companies13
Pooled Investment Vehicles13
State Or Municipal Govt9
Other Investment Advisers5

Operations

Employees (total)
70
Advisory staff (per ADV)
38
Advisory staff (5-yr trend)
'20'26
31 advisors → 38 advisors▲ +23%
Primary office
FLORHAM PARK NJ
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/jacobs-levy-equity-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACOBS, BRUCE, IRA
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
JACOBS, BRUCE, IRA
LEVY, KENNETH, NEIL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:jacobslevy.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
17
Form 5500 Total Compensation
16,398,889
Form 5500 Compensation Trajectory 3y
202516,373,951
202624,938
Form 5500 Plan Count Trajectory 3y
202516
20261
Schedule C Total Compensation
16,398,889
Schedule C Service Provider Rows
17

SEC EDGAR

Edgar Cik
0001430090
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2008-03-14
Edgar Last Filing Date
2026-03-13
Edgar Form D Count
18
Edgar Form D Offerings
2026-03-132026-03-13 · 0000919574-26-001582
2025-03-142025-03-14 · 0000919574-25-001955
Edgar Former Names
JACOBS LEVY 130-30 CORE 3 FUND LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
State Street16
Goldman Sachs12
E*trade4
Northern Trust2
Edgar Addresses
Mailing
C/O JACOBS LEVY EQUITY MANAGEMENT, INC.100 CAMPUS DRIVE, 4TH FLOOR EASTFLORHAM PARK,, NJ 07932
Business
C/O JACOBS LEVY EQUITY MANAGEMENT, INC.100 CAMPUS DRIVE, 4TH FLOOR EASTFLORHAM PARK,, NJ 07932
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-13 · 0000919574-26-001582
D/A2025-03-14 · 0000919574-25-001955
Fee Schedule
Bracket I99
Bracket Xi1
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4342520
Trust Company Affiliate
No

People (9)

9
LEVY, KENNETH, NEIL
IAR · Direct Owner · 62.5%
2235178
JACOBS, BRUCE, IRA
Direct Owner · 62.5%
4342520
DALTON, LEO, ALOYSIUS
Executive Officer · 2.5%
5771747
DEVITO, LAURA, MARIE
Executive Officer · 2.5%
6028607
HOBERMAN, JASON, MATTHEW
Executive Officer · 2.5%
6391857
PETER ISAAC LEHRER
IAR
2360907
BRUCE IRA JACOBS
IAR
2236311
DAVID PHILLIP SPARACINO
IAR
3029278
BERNARD TONI BLAIS
IAR
2563755