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.
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SEC-registered adviser
J••••• A•••• M••••••••• L••
Latest filing Mar 23, 2026
First filing on the tape Feb 15, 2012 · 19 filings
SEC status approved since Mar 26, 2012
RAUM
$366M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$366M as of Mar 23, 2026
Apr 1, 2013$891M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 23, 2026
Apr 1, 20130 then
Employees (5.A)5 as of Mar 23, 2026
Apr 1, 201311 then
Private funds1 as of Mar 23, 2026
Apr 1, 20136 then
RAUM +11% over the last fiscal year-9.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $366MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$366M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•• P•••••••• L• | Hedge Fund | $291M | 72 | Feb 15, 2012 |
| J•• R••••••• F•••• L•••no longer reported | Private Equity Fund | $70.9M | 9 | Feb 15, 2012 |
| J•• C••••••••• F•••• L•••no longer reported | Hedge Fund | $56.7M | 14 | Feb 15, 2012 |
| J•• S•••••• O••••••••• F••• I•• L•••no longer reported | Private Equity Fund | $44.9M | 34 | Feb 15, 2012 |
| J•• S•••••• O••••••••• F•••• L•••no longer reported | Private Equity Fund | $30.7M | 24 | Feb 15, 2012 |
| J•• S•••••• O••••••••• F••• I••• L••• | Private Equity Fund | $25.2M | 58 | Mar 31, 2014 |
| J••• I• D••• L•no longer reported | Other Private Fund | $1.0M | 9 | Mar 31, 2022 |
| J••• I• T• L•• | Private Equity Fund | $714,446 | 20 | Mar 31, 2021 |
| J••• I• F••• L•• | Private Equity Fund | $3,056 | 16 | Mar 31, 2021 |
| R• S•••••••• H•••••••• L••no longer reported | Private Equity Fund | $0 | 6 | Feb 15, 2012 |
Owners and control persons
Schedule A and B, latest filing
- J•••••• S••••••• M••••• · Managing Membercontrolsince 02/1995 · owns 75% or more
- J•••••••• T•••••• G••••• · Chief Financial Officer & Chief Compliance Officercontrolsince 02/2010 · owns less than 5%
Related persons
Schedule D 7.A
- J•• M•••••••• L••pooled vehicle sponsorn
- J•• S•••••• O••••••••• V••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 2 to 1Mar 3, 2025 to Mar 23, 2026
- Pooled vehicle clients · 2 to 1Mar 3, 2025 to Mar 23, 2026
- Private funds · 2 to 1Mar 3, 2025 to Mar 23, 2026
- Discretionary RAUM · $330M to $366MMar 3, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $330M to $366MMar 3, 2025 to Mar 23, 2026
- RAUM · $330M to $366MMar 3, 2025 to Mar 23, 2026
- Financial planning clients · unset to Mar 27, 2024 to Mar 3, 2025
- Discretionary RAUM · $291M to $330MMar 27, 2024 to Mar 3, 2025
- Pooled vehicle RAUM · $291M to $330MMar 27, 2024 to Mar 3, 2025
- RAUM · $291M to $330MMar 27, 2024 to Mar 3, 2025
- Accounts · 5 to 2Mar 29, 2023 to Mar 27, 2024
- Advisory employees · 3 to 2Mar 29, 2023 to Mar 27, 2024
- Pooled vehicle clients · 5 to 2Mar 29, 2023 to Mar 27, 2024
- Private funds · 4 to 2Mar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $488M to $291MMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $488M to $291MMar 29, 2023 to Mar 27, 2024
- RAUM · $488M to $291MMar 29, 2023 to Mar 27, 2024
- Accounts · 9 to 5Jan 3, 2023 to Mar 29, 2023
- Pooled vehicle clients · 9 to 5Jan 3, 2023 to Mar 29, 2023
- Assets in custody · $778M to $0Jan 3, 2023 to Mar 29, 2023
- Employees · 6 to 5Jan 3, 2023 to Mar 29, 2023
- Private funds · 8 to 4Jan 3, 2023 to Mar 29, 2023
- Discretionary RAUM · $778M to $488MJan 3, 2023 to Mar 29, 2023
- Pooled vehicle RAUM · $778M to $488MJan 3, 2023 to Mar 29, 2023
- RAUM · $778M to $488MJan 3, 2023 to Mar 29, 2023
- Advisory employees · 7 to 3Sep 14, 2022 to Jan 3, 2023
- Employees · 10 to 6Sep 14, 2022 to Jan 3, 2023
- Accounts · 5 to 9May 27, 2021 to Mar 31, 2022
- Advisory employees · 4 to 7May 27, 2021 to Mar 31, 2022
- Pooled vehicle clients · 5 to 9May 27, 2021 to Mar 31, 2022
- Assets in custody · $517M to $778MMay 27, 2021 to Mar 31, 2022
- Employees · 7 to 10May 27, 2021 to Mar 31, 2022
- Other offices · 1 to 0May 27, 2021 to Mar 31, 2022
- Private funds · 4 to 8May 27, 2021 to Mar 31, 2022
- Discretionary RAUM · $600M to $778MMay 27, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $600M to $778MMay 27, 2021 to Mar 31, 2022
- RAUM · $600M to $778MMay 27, 2021 to Mar 31, 2022
- Accounts · 4 to 5Mar 27, 2020 to Mar 31, 2021
- Advisory employees · 7 to 4Mar 27, 2020 to Mar 31, 2021
- Pooled vehicle clients · 4 to 5Mar 27, 2020 to Mar 31, 2021
Signals
5 dated events
- J••••• A•••• M••••••••• L•• reported RAUM $291.4M, down 40% from $488.5M (2023-03-29 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- J••••• A•••• M••••••••• L•• reported RAUM $488.5M, down 37% from $778.1M (2023-01-03 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- Michael Ryan Zacharia (Chief Operating Officer) no longer on Schedule A of J••••• A•••• M••••••••• L•• (listed 2022-09-14, absent 2023-01-03)Jan 3, 2023 · Control person left · inference
- J••••• A•••• M••••••••• L•• reported RAUM $778.1M, up 30% from $599.8M (2021-05-27 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- J••••• A•••• M••••••••• L•• reported RAUM $599.8M, down 47% from $1.1B (2020-03-27 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- J••••• A•••• M••••••••• L•• · Private Equityshared crd · organization
- J••••• A•••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jacobs-asset-management/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- JAMPARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-271-5526reportedpublic record, Form ADV, Mar 23, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026