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Private equityFirmbuyoutlower middle market

Jacobs Asset Management, LLC

Private Equity

New York, NY

FINTOP is a venture capital firm founded by serial fintech entrepreneurs & operators with a team focused on investing in innovative companies rewiring finance.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:1b5fb717-2894-49be-9f6a-561602179b14

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 8:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 22
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Jacobs Asset Management, LLC

Venture manager · shared crd

RIA / Wealth Managementidentity

JACOBS ASSET MANAGEMENT, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 10
PE funds: 8
Vintages: 2014 to 2022
PE GAV, 2024 filing: $714,446gross asset value on Form ADV; never dry powder
Regulatory AUM: $291M
Investments: 4
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Latest ADV filing: Mar 27, 2024
Employees (ADV): 5
Website: jamfintop.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Jsov III Bt LLC	2022	Wound down	Private Equity Fund	n/a	$10.9M
Jsov IV Defi LP	2022	Wound down	Other Private Fund	n/a	$1.0M
Jsov II Fifs LLC	2021	Wound down	Private Equity Fund	n/a	$3,056
Jsov I Tb LLC	2021	Unknown	Private Equity Fund	n/a	$714,446
JAM Special Opportunity Fund III, L.P.	2014	Wound down	Private Equity Fund	n/a	$25.2M
JAM Recovery Fund, L.P.	n/a	Wound down	Private Equity Fund	n/a	$70.9M
JAM Special Opportunities Fund, L.P.	n/a	Wound down	Private Equity Fund	n/a	$30.7M
RM Servicing Holdings, LLC	n/a	Wound down	Private Equity Fund	n/a	$0
JAM Consolidation Fund, L.P.	n/a	Wound down	Hedge Fund	n/a	$56.7M
JAM Special Opportunities Fund II, L.P.	n/a	Wound down	Private Equity Fund	n/a	$44.9M

Investments

Company	State	Role	Control	Invested	Exited	Status
FINTOP Gateway	n/a	unknown	unknown	n/a	n/a	unknown
Investor Portals	n/a	unknown	unknown	n/a	n/a	unknown
THE TEAM	n/a	unknown	unknown	n/a	n/a	unknown
Disclaimers	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (21)

→ Jared WinegradPersonPartner
factThe subject's own site
→ Ryan Michael ZachariaPersonChief Operating Officer
Jul 1, 2009 to Jan 3, 2023inferenceForm ADV, The subject's own site
→ Cooper WinrichPersonAssociate
factThe subject's own site
→ Adam AspesPersonPartner
factThe subject's own site
→ George CecilPersonDirector, Data & Analytics
factThe subject's own site
→ Colleen FlynnPersonDirector, Marketing
factThe subject's own site
→ Chris HaleyPersonVenture Partner
factThe subject's own site
→ Max HaskinPersonPrincipal
factThe subject's own site
→ Rick HoltonPersonCo-Founder
factThe subject's own site
→ Matt KelleyPersonDirector, FINTOP Network
factThe subject's own site
→ Rick KushelPersonManaging Partner
factThe subject's own site
→ Eric KwongPersonDirector, Finance/Ops
factThe subject's own site
→ Paige LinkerPersonExecutive Assistant
factThe subject's own site
→ Joe MaxwellPersonManaging Partner
factThe subject's own site
→ Jim McKelveyPersonPartner
factThe subject's own site
→ John PhilpottPersonPartner
factThe subject's own site
→ Brittani RobertsPersonDirector
factThe subject's own site
→ Tommaso SimonePersonAssociate
factThe subject's own site
→ Chrissy WhittyPersonAssociate
factThe subject's own site
→ Thomas George JonovichPersonChief Financial Officer & Chief Compliance Officer
Feb 1, 2010 to presentfactForm ADV
→ Seymour Murray JacobsPersonManaging Member
Feb 1, 1995 to presentfactForm ADV

Invested in (4)

→ THE TEAMCompanyunknown
factThe subject's own site
→ Investor PortalsCompanyunknown
factThe subject's own site
→ DisclaimersCompanyunknown
factThe subject's own site
→ FINTOP GatewayCompanyunknown
factThe subject's own site

Manages (10)

→ Jsov IV Defi LPFundOther Private Fund
Mar 31, 2022 to presentfactForm ADV
→ JAM Special Opportunities Fund, L.P.FundPrivate Equity Fund
Feb 15, 2012 to presentfactForm ADV
→ JAM Special Opportunities Fund II, L.P.FundPrivate Equity Fund
Feb 15, 2012 to presentfactForm ADV
→ JAM Recovery Fund, L.P.FundPrivate Equity Fund
Feb 15, 2012 to presentfactForm ADV
→ JAM Consolidation Fund, L.P.FundPrivate Equity Fund
Feb 15, 2012 to presentfactForm ADV
→ RM Servicing Holdings, LLCFundPrivate Equity Fund
Feb 15, 2012 to presentfactForm ADV
→ JAM Special Opportunity Fund III, L.P.FundPrivate Equity Fund
Mar 31, 2014 to presentfactForm ADV
→ Jsov I Tb LLCFundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ Jsov II Fifs LLCFundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ Jsov III Bt LLCFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV

Dated events

20 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 3, 2023
Person left
Ryan Michael Zacharia (Chief Operating Officer) no longer on Schedule A of Jacobs Asset Management, LLC
Form ADVobserved 8 days ago
Occurred
Feb 15, 2012
Adviser first adv filing
Jacobs Asset Management, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 8 days ago

Show 20 bookkeeping events

Occurred
Mar 23, 2026
Jacobs Asset Management, LLC: Private Equity Funds on Form ADV 1 (2024 extract) -> 0 (roster 2026-09-01)
Occurred
Mar 27, 2024
Fund 805-3287545766 no longer reported on Form ADV by Jacobs Asset Management, LLC
Occurred
Mar 27, 2024
Fund 805-2287896718 no longer reported on Form ADV by Jacobs Asset Management, LLC
Occurred
Mar 29, 2023
Fund 805-5785985800 no longer reported on Form ADV by Jacobs Asset Management, LLC
Occurred
Mar 29, 2023
Fund 805-2516597487 no longer reported on Form ADV by Jacobs Asset Management, LLC
Occurred
Mar 31, 2022
Jsov IV Defi LP first reported on Form ADV by Jacobs Asset Management, LLC (Other Private Fund), GAV $1,017,019
Occurred
Mar 31, 2022
Jsov III Bt LLC first reported on Form ADV by Jacobs Asset Management, LLC (Private Equity Fund), GAV $10,915,560
Occurred
Mar 31, 2021
Jsov II Fifs LLC first reported on Form ADV by Jacobs Asset Management, LLC (Private Equity Fund), GAV $7,662,209
Occurred
Mar 31, 2021
Jsov I Tb LLC first reported on Form ADV by Jacobs Asset Management, LLC (Private Equity Fund), GAV $7,000,000
Occurred
Mar 29, 2019
Fund 805-5186198858 no longer reported on Form ADV by Jacobs Asset Management, LLC
Occurred
Mar 29, 2018
Fund 805-6910761550 no longer reported on Form ADV by Jacobs Asset Management, LLC
Occurred
Mar 29, 2018
Fund 805-1610340091 no longer reported on Form ADV by Jacobs Asset Management, LLC
Occurred
Mar 30, 2017
Fund 805-4989387427 no longer reported on Form ADV by Jacobs Asset Management, LLC
Occurred
Mar 30, 2017
Fund 805-7219383469 no longer reported on Form ADV by Jacobs Asset Management, LLC
Occurred
Mar 31, 2014
JAM Special Opportunity Fund III, L.P. first reported on Form ADV by Jacobs Asset Management, LLC (Private Equity Fund), GAV $144,100,000
Occurred
Feb 15, 2012
JAM Special Opportunities Fund II, L.P. first reported on Form ADV by Jacobs Asset Management, LLC (Private Equity Fund), GAV $72,400,000
Occurred
Feb 15, 2012
RM Servicing Holdings, LLC first reported on Form ADV by Jacobs Asset Management, LLC (Private Equity Fund), GAV $13,000,000
Occurred
Feb 15, 2012
JAM Consolidation Fund, L.P. first reported on Form ADV by Jacobs Asset Management, LLC (Private Equity Fund), GAV $67,800,000
Occurred
Feb 15, 2012
JAM Recovery Fund, L.P. first reported on Form ADV by Jacobs Asset Management, LLC (Private Equity Fund), GAV $65,400,000
Occurred
Feb 15, 2012
JAM Special Opportunities Fund, L.P. first reported on Form ADV by Jacobs Asset Management, LLC (Private Equity Fund), GAV $44,100,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Jared Winegrad
Partner · Revealable: 1 professional profile (firm website)
Ryan Michael Zacharia
Partner · Revealable: 1 professional profile (firm website)
Cooper Winrich
Associate · Revealable: 1 professional profile (firm website)
Adam Aspes
Partner · Revealable: 1 professional profile (firm website)
George Cecil
Director, Data & Analytics · Revealable: 1 professional profile (firm website)
Colleen Flynn
Director, Marketing · Revealable: 1 professional profile (firm website)
Chris Haley
Venture Partner · Revealable: 1 professional profile (firm website)
Max Haskin
Principal · Revealable: 1 professional profile (firm website)
Rick Holton
Co-Founder · Revealable: 1 professional profile (firm website)
Matt Kelley
Director, FINTOP Network · Revealable: 1 professional profile (firm website)
Rick Kushel
Managing Partner · Revealable: 1 professional profile (firm website)
Eric Kwong
Director, Finance/Ops · Revealable: 1 professional profile (firm website)
Paige Linker
Executive Assistant · Revealable: 1 professional profile (firm website)
Joe Maxwell
Managing Partner · Revealable: 1 professional profile (firm website)
Jim McKelvey
Partner · Revealable: 1 professional profile (firm website)
John Philpott
Partner · Revealable: 1 professional profile (firm website)
Brittani Roberts
Director · Revealable: 1 professional profile (firm website)
Tommaso Simone
Associate · Revealable: 1 professional profile (firm website)
Chrissy Whitty
Associate · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Thomas George Jonovich (Chief Financial Officer & Chief Compliance Officer), Seymour Murray Jacobs (Managing Member).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:1b5fb717-2894-49be-9f6a-561602179b14
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Jacobs Asset Management, LLC

Private Equity

New York, NY

FINTOP is a venture capital firm founded by serial fintech entrepreneurs & operators with a team focused on investing in innovative companies rewiring finance.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:1b5fb717-2894-49be-9f6a-561602179b14

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 8:24 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Jsov III Bt LLC

2022

Wound down

Private Equity Fund

n/a

$10.9M

Jsov IV Defi LP

2022

Wound down

Other Private Fund

n/a

$1.0M

Jsov II Fifs LLC

2021

Wound down

Private Equity Fund

n/a

$3,056

Jsov I Tb LLC

2021

Unknown

Private Equity Fund

n/a

$714,446

JAM Special Opportunity Fund III, L.P.

2014

Wound down

Private Equity Fund

n/a

$25.2M

JAM Recovery Fund, L.P.

n/a

Wound down

Private Equity Fund

n/a

$70.9M

JAM Special Opportunities Fund, L.P.

n/a

Wound down

Private Equity Fund

n/a

$30.7M

RM Servicing Holdings, LLC

n/a

Wound down

Private Equity Fund

n/a

JAM Consolidation Fund, L.P.

n/a

Wound down

Hedge Fund

n/a

$56.7M

JAM Special Opportunities Fund II, L.P.

n/a

Wound down

Private Equity Fund

n/a

$44.9M

Company

State

Role

Control

Invested

Exited

Status

FINTOP Gateway

n/a

unknown

n/a

unknown

Investor Portals

n/a

unknown

n/a

unknown

THE TEAM

n/a

unknown

n/a

unknown

Disclaimers

n/a

unknown

n/a

unknown