SourcingSourcing

JACOB ASSET MANAGEMENT OF NEW YORK LLC

B53
CRD 112006·SEC 801-56730·HERMOSA BEACH, CA
AUM
$84.1M
$25M-$100M
Est. Revenue
$841K
@ 1% on AUM
Est. EBITDA
$252K
@ 30% margin
Est. Deal Value
$2.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JACOB ASSET MANAGEMENT OF NEW YORK LLC
CRD
112006
SEC file #
801-56730
EIN
000000000
DBA names
—

Economics

AUM
$84.1M
AUM band
$25M-$100M
AUM trajectory
'20'26
$67.5M → $84.1M▲ +25%
Client mix
Investment Companies3

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
HERMOSA BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
jacobam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACOB, RYAN, INGRAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
JACOB, RYAN, INGRAM
CHERVITZ, DARREN, A.
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
ok
Rdap Domain
JACOBAM.COM
Rdap Domain Creation Date
1999-07-09T03:28:44Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001279256
Edgar Registered
Yes
Edgar Filing Count
29
Edgar First Filing Date
2004-02-17
Edgar Last Filing Date
2023-11-01
Edgar 13f Count
29
Edgar 13f Latest AUM Estimate
Filing Date2023-11-01
Accession0001137439-23-001304

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
727 2ND STREET#106HERMOSA BEACH, CA 90254
Business
727 2ND STREET#106HERMOSA BEACH, CA 90254
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2023-11-01 · 0001137439-23-001304
13F-HR2023-08-10 · 0001137439-23-000962
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-09T03:28:44Z
Rdap Domain Last Changed
2025-06-24T06:39:53Z
Rdap Nameservers
Ns-cloud-e1.googledomains.comNs-cloud-e2.googledomains.comNs-cloud-e3.googledomains.comNs-cloud-e4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
1932588
Trust Company Affiliate
No

People (3)

3
JACOB, RYAN, INGRAM
Direct Owner · 62.5%
1932588
CHERVITZ, DARREN, A.
Direct Owner · 17.5%
4380286
Cook, Hayden, Connary
Executive Officer · 2.5%
7895017