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JACOBS LEVY EQUITY MANAGEMENT

100 Campus Drive
4th Floor East
Florham Park, New Jersey 07932-0650
Tel: 973-410-9222

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About JACOBS LEVY EQUITY MANAGEMENT

JACOBS LEVY EQUITY MANAGEMENT, formally registered with the SEC as JACOBS LEVY EQUITY MANAGEMENT. The firm was established in 10/30/1986. They have over 1 offices throughout the country.

JACOBS LEVY EQUITY MANAGEMENT is a Florham Park, New Jersey based Financial Planning firm with nearly $22,880,110,775 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 65 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107022
SEC#801-28257
Assets Managed by Firm$22,880,110,775
No. of Clients135
No. of Advisors65

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total135$22,880,110,775
Pension and profit sharing plans28$5,424,976,958
Charitable organizationsFewer than 5 clients$56,655,365
Corporations or other businessesFewer than 5 clients$161,317,378

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