DFX Intelligence

Allocator Intelligence

Jacobs Levy Equity Management Inc.

Manager
EIN 222774695
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
1
1 dated closings
Disclosed commitments
$500M
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 1
the plans' own words
Corporate plans
6
Schedule C investment manager rows

3 more corporate plans

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Who backs this manager

1 allocator
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Texas Municipal Retirement Systemnew relationship10$500MPublic equitySep 9, 2024Sep 9, 2024

Funds on the tape

1 vehicle
  • Jacobs Levy Equity Management, Inc. separate account1 row

Corporate and Taft-Hartley plans (Schedule C)

6 plans

+3 more corporate plans name this manager on Schedule C

Every name, record and relationship behind this count, with the source on each.

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Commitment rows

1 row
DateAllocatorFundBucketAmountVintageStatusSource
Sep 9, 2024Texas Municipal Retirement SystemJacobs Levy Equity Management, Inc. separate accountseparate accountPublic equity$500MCommitted (dated)new managertmrs.com

What changed

  • Dec 31, 2024Manager relationship startedMemorial Hermann Pension Plan
    Jacobs Levy Equity Management Inc appears on Memorial Hermann Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Jacobs Levy Equity Management Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceLocal No 731 Excavators and Pavers Pension Trust Fund
    Jacobs Levy Management no longer appears on Local No 731 Excavators and Pavers Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Jacobs Levy Equity Management Inc.askebsa.dol.gov
  • Sep 9, 2024Commitment closedTexas Municipal Retirement System
    Texas Municipal Retirement System commits $500M to Jacobs Levy Equity Management, Inc. separate account (Jacobs Levy Equity Management Inc.), closed 2024-09-09
    with Jacobs Levy Equity Management Inc.tmrs.com
  • Sep 9, 2024New managerJacobs Levy Equity Management Inc.
    Texas Municipal Retirement System backs Jacobs Levy Equity Management Inc. for the first time: $500M to Jacobs Levy Equity Management, Inc. separate account (the minutes' own words)
    with Texas Municipal Retirement Systemtmrs.com
Across the graphs

Jacobs Levy Equity Management Inc. is the same institution as 1 record in Independent Sponsors.

Independent Sponsors1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

Jacobs Levy Equity Management Inc. sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

1 dated event on the change ledger, latest event first
  • First commitment to a manager
    2024-09-09source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+7 connections on the graph

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