DFX Intelligence

Data Factory

RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

JACOBS LEVY EQUITY MANAGEMENT

JACOBS LEVY EQUITY MANAGEMENT INC, CRD 107022

FLORHAM PARK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:643b502a-bb18-7464-bb4b-4e2788a57ddd

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2012 to Apr 30, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.33 institutional_share=0.66 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $28BItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $28B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $5.6Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 70
Advisory employees: 38
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 148
Individual clients: 0
High net worth clients: 0
Private funds: 4Schedule D 7.B(1)
Custody, client assets: $5.3B
SEC number: 801-28257
CIK: 884414
CRD: 107022
Filings on the tape: 34
First filed: Mar 30, 2012
Latest filed: Apr 30, 2026
Organised: Corporation, NJ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
KENNETH NEIL LEVY	Chartered Financial Analyst	FLORHAM PARK, NJ	40	n/a	no
BRUCE IRA JACOBS	n/a	FLORHAM PARK, NJ	40	n/a	no
PETER ISAAC LEHRER	Chartered Financial Analyst	FLORHAM PARK, NJ	24	n/a	no
BERNARD TONI BLAIS	Chartered Financial Analyst	FLORHAM PARK, NJ	31	n/a	no
DAVID PHILLIP SPARACINO	Chartered Financial Analyst	FLORHAM PARK, NJ	35	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
JACOBS LEVY 130-30 CORE 3 FUND, LLC	Hedge Fund	$1.8B	Apr 26, 2024	2	Mar 30, 2012	reported	021-116025
JACOBS LEVY 130-30 LARGE 1 FUND, LLC	Hedge Fund	$632M	Apr 26, 2024	2	Mar 30, 2012	reported	021-167318
JACOBS LEVY GROUP TRUST - MID CAP FUND	Other Private Fund	$297M	Mar 30, 2016	1	Mar 31, 2014	dropped	021-205557
JACOBS LEVY 130-30 SMALL 2 FUND, LLC	Hedge Fund	$282M	Apr 26, 2024	2	Mar 29, 2019	reported	021-334363
JACOBS LEVY 130-30 LARGE CAP CUSTOM FUND, LLC	Hedge Fund	$275M	Apr 26, 2024	1	Nov 28, 2022	reported	021-461777

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DALTON, LEO, ALOYSIUS	CHIEF FINANCIAL OFFICER	Na	yes	01/2010	Mar 30, 2012	Apr 26, 2024
DEVITO, LAURA, MARIE	CHIEF OPERATING OFFICER	Na	yes	08/2017	Feb 8, 2013	Apr 26, 2024
HOBERMAN, JASON, MATTHEW	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2017	Mar 31, 2017	Apr 26, 2024
JACOBS, BRUCE, IRA	PRESIDENT AND DIRECTOR	D	yes	09/1986	Mar 30, 2012	Apr 26, 2024
LEVY, KENNETH, NEIL	VICE PRESIDENT AND DIRECTOR	D	yes	09/1986	Mar 30, 2012	Apr 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$28B	$28B	70	38	0	4	n/a
2024	Mar 31, 2025	$31B	$31B	67	35	0	4	n/a
2023	Mar 22, 2024	$23B	$23B	65	34	0	4	$3.0B
2022	Mar 28, 2023	$17B	$17B	61	31	0	3	$2.0B
2021	Mar 31, 2022	$17B	$17B	60	30	0	2	$1.8B
2020	Mar 31, 2021	$15B	$15B	61	30	0	3	$1.2B
2019	Mar 30, 2020	$15B	$15B	59	29	0	3	$1.2B
2018	Mar 29, 2019	$8.5B	$8.5B	62	31	0	3	$1.1B
2017	Mar 29, 2018	$8.8B	$8.8B	61	30	0	2	$888M
2016	Mar 31, 2017	$8.2B	$8.2B	55	29	n/a	2	$767M
2015	Mar 30, 2016	$8.5B	$7.8B	54	27	n/a	3	$718M
2014	Mar 31, 2015	$9.5B	$8.6B	54	27	n/a	3	$684M
2013	Mar 31, 2014	$10B	$9.3B	60	28	n/a	3	$627M
2012	Mar 28, 2013	$9.6B	$8.4B	57	27	n/a	2	$262M
2011	Mar 30, 2012	$8.5B	$8.0B	n/a	n/a	n/a	2	$251M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$28B	$31B	-10.4%	$17B	17.6%	70	67	0	0

Relationships

Registered with (5)

← KENNETH NEIL LEVYAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← BRUCE IRA JACOBSAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← PETER ISAAC LEHRERAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← BERNARD TONI BLAISAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← DAVID PHILLIP SPARACINOAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV

Advises (5)

→ JACOBS LEVY 130-30 CORE 3 FUND, LLCPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ JACOBS LEVY 130-30 LARGE 1 FUND, LLCPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ JACOBS LEVY 130-30 SMALL 2 FUND, LLCPrivate fundHedge Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ JACOBS LEVY 130-30 LARGE CAP CUSTOM FUND, LLCPrivate fundHedge Fund, IA
Nov 28, 2022 to presentfactForm ADV
→ JACOBS LEVY GROUP TRUST - MID CAP FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 31, 2014 to Mar 30, 2016factForm ADV

Controls (5)

← LEVY, KENNETH, NEILOwnerVICE PRESIDENT AND DIRECTOR, ownership code D, individual
Mar 30, 2012 to Apr 26, 2024factForm ADV
← JACOBS, BRUCE, IRAOwnerPRESIDENT AND DIRECTOR, ownership code D, individual
Mar 30, 2012 to Apr 26, 2024factForm ADV
← DALTON, LEO, ALOYSIUSOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2012 to Apr 26, 2024factForm ADV
← DEVITO, LAURA, MARIEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Feb 8, 2013 to Apr 26, 2024factForm ADV
← HOBERMAN, JASON, MATTHEWOwnerGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2017 to Apr 26, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Jacobs Levy Equity Management reported RAUM $31.3B, up 37% from $22.9B (2024-04-26 to 2025-03-31)
Form ADVobserved 3 days ago
$8.4B
Occurred
Mar 22, 2024
Regulatory AUM changed
Jacobs Levy Equity Management reported RAUM $22.9B, up 33% from $17.2B (2023-05-08 to 2024-03-22)
Form ADVobserved 3 days ago
$5.6B
Occurred
Mar 30, 2020
Regulatory AUM changed
Jacobs Levy Equity Management reported RAUM $14.6B, up 72% from $8.5B (2019-10-24 to 2020-03-30)
Form ADVobserved 3 days ago
$6.1B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:643b502a-bb18-7464-bb4b-4e2788a57ddd
First observed: Mar 30, 2012
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
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 LEVY EQUITY MANAGEMENT

JACOBS LEVY EQUITY MANAGEMENT INC, CRD 107022

FLORHAM PARK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:643b502a-bb18-7464-bb4b-4e2788a57ddd

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KENNETH NEIL LEVY

Chartered Financial Analyst

FLORHAM PARK, NJ

n/a

BRUCE IRA JACOBS

n/a

FLORHAM PARK, NJ

n/a

PETER ISAAC LEHRER

Chartered Financial Analyst

FLORHAM PARK, NJ

n/a

BERNARD TONI BLAIS

Chartered Financial Analyst

FLORHAM PARK, NJ

n/a

DAVID PHILLIP SPARACINO

Chartered Financial Analyst

FLORHAM PARK, NJ

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

JACOBS LEVY 130-30 CORE 3 FUND, LLC

Hedge Fund

$1.8B

Apr 26, 2024

Mar 30, 2012

reported

021-116025

JACOBS LEVY 130-30 LARGE 1 FUND, LLC

Hedge Fund

$632M

Apr 26, 2024

Mar 30, 2012

reported

021-167318

JACOBS LEVY GROUP TRUST - MID CAP FUND

Other Private Fund

$297M

Mar 30, 2016

Mar 31, 2014

dropped

021-205557

JACOBS LEVY 130-30 SMALL 2 FUND, LLC

Hedge Fund

$282M

Apr 26, 2024

Mar 29, 2019

reported

021-334363

JACOBS LEVY 130-30 LARGE CAP CUSTOM FUND, LLC

Hedge Fund

$275M

Apr 26, 2024

Nov 28, 2022

reported

021-461777

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DALTON, LEO, ALOYSIUS

CHIEF FINANCIAL OFFICER

yes

01/2010

Mar 30, 2012

Apr 26, 2024

DEVITO, LAURA, MARIE

CHIEF OPERATING OFFICER

yes

08/2017

Feb 8, 2013

Apr 26, 2024

HOBERMAN, JASON, MATTHEW

GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

yes

01/2017

Mar 31, 2017

Apr 26, 2024

JACOBS, BRUCE, IRA

PRESIDENT AND DIRECTOR

yes

09/1986

Mar 30, 2012

Apr 26, 2024

LEVY, KENNETH, NEIL

VICE PRESIDENT AND DIRECTOR

yes

09/1986

Mar 30, 2012

Apr 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$28B

n/a

2024

Mar 31, 2025

$31B

n/a

2023

Mar 22, 2024

$23B

$3.0B

2022

Mar 28, 2023

$17B

$2.0B

2021

Mar 31, 2022

$17B

$1.8B

2020

Mar 31, 2021

$15B

$1.2B

2019

Mar 30, 2020

$15B

$1.2B

2018

Mar 29, 2019

$8.5B

$1.1B

2017

Mar 29, 2018

$8.8B

$888M

2016

Mar 31, 2017

$8.2B

n/a

$767M

2015

Mar 30, 2016

$8.5B

$7.8B

n/a

$718M

2014

Mar 31, 2015

$9.5B

$8.6B

n/a

$684M

2013

Mar 31, 2014

$10B

$9.3B

n/a

$627M

2012

Mar 28, 2013

$9.6B

$8.4B

n/a

$262M

2011

Mar 30, 2012

$8.5B

$8.0B

n/a

$251M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$28B

$31B

-10.4%

$17B

17.6%