The JACOBS LEVY EQUITY MANAGEMENT is a privately held investment adviser that advises $32.57Bn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. JACOBS LEVY EQUITY MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 126.41% over the last 5-years.
The Group has been registered with the SEC for 39.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 100 CAMPUS DRIVE 4TH FLOOR EAST, FLORHAM PARK, NJ. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 67 employees comprised of 35 investment and 32 non-investment staff. The total number of Employees increased by 13.56% over the last 5-years.
Their $32.57Bn in assets advised are owned by 14 private funds, 15 public funds and BDCs and 43 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $8.31Bn or 25.51% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $6.73Bn or 20.66% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
JACOBS LEVY EQUITY MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 3 funds.
They have a LOW risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In JACOBS LEVY EQUITY MANAGEMENT's case, they have 5 business conditions that require high process maturity and 0 Watch Factors.