Jacob Asset Management Of New York LLC

RIASEC RegisteredEst. 1999
Total AUM
$84.1M
Discretionary
$84.1M
100% of AUM
Avg account
$28M
Accounts
3
Employees
3
Advisory reps
3

Firm details

Headquarters
Hermosa Beach, California
CRD number
112006
Registered since
August 6, 1999
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Jacob Asset Management Of New York LLC is an SEC-registered institutional RIA formed as a limited liability company and active since 1999. The firm’s stated advisory activity is portfolio management for investment companies, and it serves an institutional client base on a percentage-of-AUM fee model. Ownership is described as a mix of a domestic entity and an individual. The adviser is not positioned as an allocator to third-party managers, does not identify as an active ESG investor, and is not flagged as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Hayden Cook

    Chief Compliance OfficerCRD 7895017

  • Ryan Jacob

    Ryan Jacob

    Co-Founder, CEO, CIO & Portfolio ManagerCRD 1932588

Contacts

1 of 1
  • Darren Chervitz

    Darren Chervitz

    MemberCRD 4380286

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hermosa Beach, CA

Los Angeles

Location

Hermosa Beach, CA

Headquartered in Hermosa Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
727 2nd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth