JACOB ASSET MANAGEMENT OF NEW YORK LLC

Overview

Jacob Asset Management Of New York LLC is a small, institutionally focused investment adviser organized as a limited liability company and SEC-registered since 1999. The firm bills on a percentage-of-AUM basis and lists portfolio management for investment companies as its primary advisory activity. Its public filings identify an institutional client base and indicate the firm does not position itself as an ESG investor or a multi-state adviser. Investment activity centers on actively managed public equity portfolios. The profile of holdings and the firm’s account structure point to concentrated, research-driven equity allocation rather than passive indexing. Given the advisory focus on investment companies, the firm’s strategies are likely designed to meet the mandates of a handful of institutional accounts or vehicles rather than a large retail clientele.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices