Data / Investment advisers / New Jersey / Jacobs Levy Equity Management
Jacobs Levy Equity Management, Florham Park, NJ: $28 billion AUM, SEC registered investment adviser
Jacobs Levy Equity Management is an SEC registered investment adviser with its main office in Florham Park, New Jersey and reports $28 billion in regulatory assets under management in its Form ADV filed April 30, 2026. Its clients include pension and profit sharing plans, state and municipal governments and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 107022
- SEC file number
- 801-28257
- SEC status
- Approved, effective October 30, 1986
- Legal name
- Jacobs Levy Equity Management Inc
- Main office
- 100 Campus Drive 4th Floor East, Florham Park, NJ 07932
- Phone
- (973) 410-9222
- Regulatory AUM
- $28,006,711,148 in the Form ADV filed April 30, 2026
- Discretionary AUM
- $28,006,711,148
- Accounts
- 148
- Employees
- 70, of which 38 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 hedge funds
- Gross assets of private funds
- $3,668,300,595
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 35 | $8.68 billion |
| State or municipal government entities | 9 | $5.28 billion |
| Pooled investment vehicles | 13 | $5.26 billion |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $4.29 billion |
| Investment companies | 13 | $4.11 billion |
| Corporations or other businesses | Fewer than 5 | $217.7 million |
| Charitable organizations | Fewer than 5 | $161.6 million |
| Other investment advisers | 5 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $28.01 billion | March 31, 2026 |
| December 1, 2025 | $31.27 billion | May 6, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Franklin Mutual Advisers, LLC | Short Hills | $42.59 billion | Not listed | adviserinfo.sec.gov |
| Ecp | Summit | $33.39 billion | 53 | adviserinfo.sec.gov |
| Adp Strategic Plan Services, LLC | Roseland | $32.40 billion | Not listed | adviserinfo.sec.gov |
| Harding Loevner LP | Bridgewater | $32.06 billion | Not listed | adviserinfo.sec.gov |
| Onex Credit Partners, LLC | Englewood Cliffs | $30.14 billion | 68 | adviserinfo.sec.gov |
| Summit Financial, LLC | Parsippany | $26.35 billion | Not listed | adviserinfo.sec.gov |
| Pgim Private Placement Investors, L.P. | Newark | $24.44 billion | Not listed | adviserinfo.sec.gov |
| Prudential Select Strategies LLC | Newark | $22.78 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Jacobs Levy Equity Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.