Jacobs Levy Equity Management Inc
- Regulatory AUM
- $28.0B
- Discretionary
- $28.0B
- Clients
- 75
- Avg AUM / client
- $373M
- Accounts
- 148
- Employees
- 70
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Asset allocation (SMA assets by investment type)
as of Apr 30, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 13 | $4.1B | 14.7% |
| Pooled investment vehicles (non-investment companies) | 13 | $5.3B | 18.8% |
| Pension and profit sharing plans | 35 | $8.7B | 31.0% |
| Charitable organizations | Fewer than 5 clients | $162M | 0.58% |
| State or municipal government entities | 9 | $5.3B | 18.8% |
| Other investment advisers | 5 | $0 | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $4.3B | 15.3% |
| Corporations and other businesses | Fewer than 5 clients | $218M | 0.78% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $3.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Jacobs Levy 130 30 Core 3 Fund, Llc | Hedge Fund | Delaware | $1.8B | 2 |
| Jacobs Levy 130 30 Large 1 Fund, Llc | Hedge Fund | Delaware | $632M | 2 |
| Jacobs Levy 130 30 Small 2 Fund, Llc | Hedge Fund | Delaware | $282M | 2 |
| Jacobs Levy 130 30 Large Cap Custom Fund, Llc | Hedge Fund | Delaware | $275M | 1 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Memorial Hermann Pension Plan Memorial Hermann Health System | Houston, TX | 2024 |
| Nokia Savings/401(k) Plan Nokia Of America Corporation | 2024 | |
| Nfl Player Annuity Program Annuity Board Of The Nfl Player Annuity Program | 2024 | |
| Marsh & Mclennan Companies Retirement Plan Marsh & Mclennan Companies, Inc. | 2024 | |
| 401(k) Pension Plan National Rural Electric Cooperative Association | Arlington, VA | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacobs, Bruce, Ira | President And Director | Sep 1986 (40y) | 50% – 75% | |
| Kenneth Neil Levy | Vice President And Director | CFA | Sep 1986 (40y) | 50% – 75% |
| Dalton, Leo, Aloysius | Chief Financial Officer | Jan 2010 (17y) | Less than 5% | |
| Hoberman, Jason, Matthew | General Counsel And Chief Compliance Officer | Jan 2017 (10y) | Less than 5% | |
| Devito, Laura, Marie | Chief Operating Officer | Aug 2017 (9y) | Less than 5% | |
| Bernard Toni Blais | Registered representative | CFA | Jan 2026 (1y) | |
| Bruce Ira Jacobs | Registered representative | Jan 2026 (1y) | ||
| David Phillip Sparacino | Registered representative | CFA | Jan 2026 (1y) | |
| Peter Isaac Lehrer | Registered representative | CFA | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $3.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Jacobs Levy 130 30 Core 3 Fund, Llc | Hedge Fund | $1.8B | $25.0M | 2 |
| Jacobs Levy 130 30 Large 1 Fund, Llc | Hedge Fund | $632M | $25.0M | 2 |
| Jacobs Levy 130 30 Small 2 Fund, Llc | Hedge Fund | $282M | $25.0M | 2 |
| Jacobs Levy 130 30 Large Cap Custom Fund, Llc | Hedge Fund | $275M | $25.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Memorial Hermann Pension Plan | Memorial Hermann Health System | 5,208 | $650M | 07/01/2024 |
| Nokia Savings/401(k) Plan | Nokia Of America Corporation | 6,331 | $9.8B | 01/01/2024 |
| Nfl Player Annuity Program | Annuity Board Of The Nfl Player Annuity Program | 2,790 | $2.0B | 01/01/2024 |
| Marsh & Mclennan Companies Retirement Plan | Marsh & Mclennan Companies, Inc. | 6,545 | $4.2B | 01/01/2024 |
| 401(k) Pension Plan | National Rural Electric Cooperative Association | 61,593 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.76 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $10.3B (37% of AUM) Apr 2026
- Northern Trust $2.9B (10% of AUM) Apr 2026
- BNY Mellon $1.2B (7% of AUM) Nov 2022
- Deutsche Bank Securities Inc. $677M (8% of AUM) Apr 2018
- J.P. Morgan $570M (6% of AUM) Apr 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗