JACOBS LEVY EQUITY MANAGEMENT
Firm details
- Headquarters
- FLORHAM PARK, New Jersey
- CRD number
- 107022
- Registered since
- October 30, 1986
- Website
- www.jlem.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans31.01%
- State / Municipal Government18.84%
- Pooled Investment Vehicles18.79%
- Sovereign Wealth Funds15.32%
- Investment Companies14.69%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Jacobs Levy Equity Management is an independent RIA organized as a corporation and registered with the SEC since 1986. It acts primarily as a capital allocator serving institutional clients and charges a combination of AUM-based and performance fees. The firm concentrates on discretionary portfolio management across pooled vehicles, investment companies, and institutional/business mandates. Jacobs Levy is not flagged as an active ESG investor and does not appear to operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4LAURA DEVITO
Chief Operating OfficerCRD 6028607
BRUCE JACOBS
Co-Chief Investment OfficerCRD 4342520
LEO DALTON
Chief Financial OfficerCRD 5771747
Contacts
3 of 5DAVID SPARACINO
DirectorCRD 3029278
BERNARD BLAIS
Equity Product SpecialistCRD 2563755
BRUCE JACOBS
Principal and Co-FounderCRD 2236311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$499K in ETFs
100%
$499K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $499K | 767 | 100.00% |
Location
FLORHAM PARK, NJ
MORRIS
Location
FLORHAM PARK, NJ
Headquartered in FLORHAM PARK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MORRIS
- Address
- 100 Campus Dr
- Time zone
- ET (UTC-5)
- Office locations
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