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Jacobs Levy Equity Management
Filed as JACOBS LEVY EQUITY MANAGEMENT · Legal name Jacobs Levy Equity Management Inc
Jacobs Levy Equity Management is an SEC-registered investment advisory firm in Florham Park, NJ, registered since 1986, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.
Quick answers
From the filingHow is Jacobs Levy Equity Management compensated?
On its Form ADV (Item 5.E, October 2026), Jacobs Levy Equity Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Jacobs Levy Equity Management located?
Jacobs Levy Equity Management's principal office is in Florham Park, NJ, according to its Form ADV.
Is Jacobs Levy Equity Management registered with the SEC or a state?
Jacobs Levy Equity Management is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 107022.
How much does Jacobs Levy Equity Management manage?
Jacobs Levy Equity Management reports $28,006,711,148 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).
How have Jacobs Levy Equity Management's assets and staff changed since 2021?
In the Form ADV data for Jacobs Levy Equity Management: Regulatory assets under management: $14,902,199,095 in the October 2021 data and $28,006,711,148 in the October 2026 data, up 88%. Total employees: 61 in October 2021 and 70 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Jacobs Levy Equity Management serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (35); investment companies (13); pooled investment vehicles (other than investment companies and business development companies) (13).
Which custodians does Jacobs Levy Equity Management use?
Jacobs Levy Equity Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Company and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets.
Does Jacobs Levy Equity Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107022
What changed in Jacobs Levy Equity Management's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 35 to 38. Regulatory assets under management went from $31,267,294,087 to $28,006,711,148 (-10%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$28,006,711,148 as of October 2026, filing dated April 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Jacobs Levy Equity Management Inc
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1986 (39 years)
- Employees
- Total: 70. Performing investment advisory functions: 38.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $28,006,711,148 | 70 | April 30, 2026 |
| October 2025 | $31,267,294,087 | 67 | May 6, 2025 |
| October 2024 | $22,880,110,775 | 65 | April 26, 2024 |
| October 2023 | $17,240,133,787 | 61 | May 8, 2023 |
| October 2022 | $16,800,681,401 | 60 | April 28, 2022 |
| October 2021 | $14,902,199,095 | 61 | April 26, 2021 |
Regulatory assets under management: $14,902,199,095 in the October 2021 data and $28,006,711,148 in the October 2026 data, up 88%.
Total employees: 61 in October 2021 and 70 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 35 to 38.
- Regulatory assets under management went from $31,267,294,087 to $28,006,711,148 (-10%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Jacobs Levy Equity Management (CRD 107022): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jacobs-levy-equity-management-florham-park-nj-107022