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JACOBS ASSET MANAGEMENT, LLC

B57
CRD 156563·SEC 801-74269·NEW YORK, NY
AUM
$366.4M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JACOBS ASSET MANAGEMENT, LLC
CRD
156563
SEC file #
801-74269
EIN
000000000
DBA names
—

Economics

AUM
$366.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.03B → $366.4M▼ -64%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
6 advisors → 2 advisors▼ -67%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
linkedin.com/company/jacobs-asset-management/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACOBS, SEYMOUR, MURRAY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JACOBS, SEYMOUR, MURRAY
JONOVICH, THOMAS, GEORGE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
8
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001574559
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2013-04-17
Edgar Last Filing Date
2013-05-06
Edgar Form D Count
2
Edgar Form D Offerings
2013-05-062013-05-06 · 0000919574-13-002986
2013-04-172013-04-17 · 0000919574-13-002779

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Goldman Sachs6
E*trade4
Edgar Addresses
Mailing
11 EAST 26TH STREETSUITE 1900NEW YORK, NY 10010
Business
11 EAST 26TH STREETSUITE 1900NEW YORK, NY 10010
Edgar EIN
000000000
Edgar Recent Filings
D/A2013-05-06 · 0000919574-13-002986
D2013-04-17 · 0000919574-13-002779
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1407863
Trust Company Affiliate
No

People (2)

2
JACOBS, SEYMOUR, MURRAY
Direct Owner · 87.5%
1407863
JONOVICH, THOMAS, GEORGE
Executive Officer · 2.5%
4271471