Jacobs Levy Equity Management
Florham Park, NJ·SEC-registered · CRD #107022
Jacobs Levy Equity Management is an SEC-registered investment advisory firm in Florham Park, NJ managing $28B across 148 client accounts, with 38 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$28B
Client accounts
148
Advisory staff
38
Fee model
Fee-only
How Jacobs Levy Equity Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Jacobs Levy Equity Management
How much does Jacobs Levy Equity Management manage?
Per its most recent SEC Form ADV filing (04/30/2026), Jacobs Levy Equity Management reports $28B in regulatory assets under management across roughly 148 client accounts.
How does Jacobs Levy Equity Management charge?
Jacobs Levy Equity Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Jacobs Levy Equity Management a fiduciary?
Yes. Jacobs Levy Equity Management is registered with the U.S. Securities and Exchange Commission (CRD #107022), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Jacobs Levy Equity Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Jacobs Levy Equity Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Jacobs Levy Equity Management's public SEC Form ADV filing (CRD #107022, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Jacobs Levy Equity Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Jacobs Levy Equity Management? Claim this profile.