# Jacobs Levy Equity Management

> 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.

- CRD: 107022
- Filed as: JACOBS LEVY EQUITY MANAGEMENT
- Legal name: Jacobs Levy Equity Management Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Florham Park, NJ
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107022
- AdvisorCensus page: https://advisorcensus.com/firm/jacobs-levy-equity-management-florham-park-nj-107022

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust Company
- State Street Bank and Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $28,006,711,148
- Discretionary: $28,006,711,148
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 13 | $4,113,640,149 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $5,261,807,438 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 35 | $8,683,490,093 |
| Charitable organizations | Fewer than 5 | $161,639,232 |
| State or municipal government entities (including government pension plans) | 9 | $5,277,396,363 |
| Other investment advisers | 5 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $4,291,080,755 |
| Corporations or other businesses not listed above | Fewer than 5 | $217,657,118 |
| Other | 0 | Not reported |

### 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

### Firm details
- Registered since: 1986 (39 years)
- Employees: 70 total, 38 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jacobslevy.com](https://jacobslevy.com)
- [jlem.com](https://jlem.com)
- LinkedIn @jacobs-levy-equity-management
- YouTube @jacobslevyequitymanagement7582

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $14,902,199,095 | 61 | April 26, 2021 |
| October 2022 | $16,800,681,401 | 60 | April 28, 2022 |
| October 2023 | $17,240,133,787 | 61 | May 8, 2023 |
| October 2024 | $22,880,110,775 | 65 | April 26, 2024 |
| October 2025 | $31,267,294,087 | 67 | May 6, 2025 |
| October 2026 | $28,006,711,148 | 70 | April 30, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jacobs Levy Equity Management (CRD 107022): Form ADV filing data as of October 2026.