DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Jacobs Levy Equity Management
Legal name Jacobs Levy Equity Management Inc
Latest filing Apr 30, 2026
First filing on the tape Mar 30, 2012 · 34 filings
SEC status approved since Oct 30, 1986
RAUM
$28B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$5.6B
derived; firm RAUM over IAPD count
Employees
70
38 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$28B as of Apr 30, 2026
Mar 30, 2012$8.5B then
HNW client RAUM$0 as of Apr 30, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)3 as of Apr 30, 2026
Mar 30, 20120 then
Employees (5.A)70 as of Apr 30, 2026
Mar 28, 201357 then
Private funds4 as of Apr 30, 2026
Mar 30, 20122 then
RAUM -10% over the last fiscal year+18% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- $5.6BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $189MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 66%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 14.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -10%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $5.3B, 6 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$8.7B31%
- State and municipal entities$5.3B19%
- Pooled investment vehicles$5.3B19%
- Sovereign wealth funds$4.3B15%
- Investment companies$4.1B15%
- Corporations and businesses$218M0.8%
- Charitable organizations$162M0.6%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 35reported
- Charitable clients
- n/areported
- Accounts
- 148reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.3B for 6 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.33 institutional_share=0.66 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kenneth Neil LevyChartered Financial Analyst | Florham Park, Nj | Jan 1, 2026 | 40 y | 0 |
| Bruce Ira Jacobs | Florham Park, Nj | Jan 1, 2026 | 40 y | 0 |
| Peter Isaac LehrerChartered Financial Analyst | Florham Park, Nj | Jan 1, 2026 | 24 y | 0 |
| Bernard Toni BlaisChartered Financial Analyst | Florham Park, Nj | Jan 1, 2026 | 31 y | 0 |
| David Phillip SparacinoChartered Financial Analyst | Florham Park, Nj | Jan 1, 2026 | 35 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Jacobs Levy 130-30 Core 3 Fund, LLC | Hedge Fund | $1.8B | 2 | Mar 30, 2012 |
| Jacobs Levy 130-30 Large 1 Fund, LLC | Hedge Fund | $632M | 2 | Mar 30, 2012 |
| Jacobs Levy Group Trust - Mid Cap Fundno longer reported | Other Private Fund | $297M | 1 | Mar 31, 2014 |
| Jacobs Levy 130-30 Small 2 Fund, LLC | Hedge Fund | $282M | 2 | Mar 29, 2019 |
| Jacobs Levy 130-30 Large Cap Custom Fund, LLC | Hedge Fund | $275M | 1 | Nov 28, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Aloysius Leo Dalton · Chief Financial Officercontrolsince 01/2010 · owns less than 5%
- Marie Laura Devito · Chief Operating Officercontrolsince 08/2017 · owns less than 5%
- Matthew Jason Hoberman · General Counsel And Chief Compliance Officercontrolsince 01/2017 · owns less than 5%
- Ira Bruce Jacobs · President And Directorcontrolsince 09/1986 · owns 50% to 75%
- Neil Kenneth Levy · Vice President And Directorcontrolsince 09/1986 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Florham Park, Nj · principal | 5 | 5 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 150 to 148May 6, 2025 to Mar 31, 2026
- Advisory employees · 35 to 38May 6, 2025 to Mar 31, 2026
- Pooled vehicle clients · 14 to 13May 6, 2025 to Mar 31, 2026
- Assets in custody · $5.3B to $5.3BMay 6, 2025 to Mar 31, 2026
- Employees · 67 to 70May 6, 2025 to Mar 31, 2026
- Discretionary RAUM · $31B to $28BMay 6, 2025 to Mar 31, 2026
- Pension RAUM · $8.3B to $8.7BMay 6, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $5.4B to $5.3BMay 6, 2025 to Mar 31, 2026
- RAUM · $31B to $28BMay 6, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 6, 2025
- Accounts · 135 to 150Apr 26, 2024 to Mar 31, 2025
- Advisory employees · 34 to 35Apr 26, 2024 to Mar 31, 2025
- Pension plan clients · 28 to 35Apr 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 15 to 14Apr 26, 2024 to Mar 31, 2025
- Assets in custody · $4.4B to $5.3BApr 26, 2024 to Mar 31, 2025
- Employees · 65 to 67Apr 26, 2024 to Mar 31, 2025
- State-registered IARs · 4 to 3Apr 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $23B to $31BApr 26, 2024 to Mar 31, 2025
- Pension RAUM · $5.4B to $8.3BApr 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $5.2B to $5.4BApr 26, 2024 to Mar 31, 2025
- RAUM · $23B to $31BApr 26, 2024 to Mar 31, 2025
- Accounts · 128 to 135May 8, 2023 to Mar 22, 2024
- Advisory employees · 31 to 34May 8, 2023 to Mar 22, 2024
- Pension plan clients · 26 to 28May 8, 2023 to Mar 22, 2024
- Pooled vehicle clients · 14 to 15May 8, 2023 to Mar 22, 2024
- Assets in custody · $2.9B to $4.4BMay 8, 2023 to Mar 22, 2024
- Employees · 61 to 65May 8, 2023 to Mar 22, 2024
- Private funds · 3 to 4May 8, 2023 to Mar 22, 2024
- Discretionary RAUM · $17B to $23BMay 8, 2023 to Mar 22, 2024
- Pension RAUM · $3.7B to $5.4BMay 8, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $4.1B to $5.2BMay 8, 2023 to Mar 22, 2024
- RAUM · $17B to $23BMay 8, 2023 to Mar 22, 2024
- Accounts · 116 to 128Nov 28, 2022 to Mar 28, 2023
- Advisory employees · 30 to 31Nov 28, 2022 to Mar 28, 2023
- Pension plan clients · 23 to 26Nov 28, 2022 to Mar 28, 2023
- Pooled vehicle clients · 13 to 14Nov 28, 2022 to Mar 28, 2023
- Assets in custody · $2.7B to $2.9BNov 28, 2022 to Mar 28, 2023
- Employees · 60 to 61Nov 28, 2022 to Mar 28, 2023
- State-registered IARs · 5 to 4Nov 28, 2022 to Mar 28, 2023
- Discretionary RAUM · $17B to $17BNov 28, 2022 to Mar 28, 2023
Signals
3 dated events
- Jacobs Levy Equity Management reported RAUM $31.3B, up 37% from $22.9B (2024-04-26 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Jacobs Levy Equity Management reported RAUM $22.9B, up 33% from $17.2B (2023-05-08 to 2024-03-22)Mar 22, 2024 · RAUM change · derived
- Jacobs Levy Equity Management reported RAUM $14.6B, up 72% from $8.5B (2019-10-24 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jacobs-levy-equity-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- JLEM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 973-410-9222reportedpublic record, Form ADV, Apr 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $5.6Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026