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Jacobs Levy Equity Management

Headquartered in FLORHAM PARK, NJ

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Firm Information

Jacobs Levy Equity Management is an investment firm headquartered in FLORHAM PARK, NJ. They manage over $22.88 billion in assets for clients including investment companies, pooled investment vehicles, pension and profit-sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The firm provides portfolio management services for businesses, investment companies, and pooled investment vehicles. They are registered with the SEC under number 801-28257.

Jacobs Levy Equity Management

100 CAMPUS DRIVE

FLORHAM PARK, NJ 07932-0650

$22.88B

Assets Under Management

4

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

JACOBS LEVY EQUITY MANAGEMENT has a total of 1 branch locations across the country.
location

FLORHAM PARK, NJ

Advisors at Jacobs Levy Equity Management

View All 3 Advisors
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Bernard Toni Blais

CFA®, RA

FLORHAM PARK, NJ

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Bruce Ira Jacobs

RA

FLORHAM PARK, NJ

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Peter Isaac Lehrer

CFA®, RA

FLORHAM PARK, NJ

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David Phillip Sparacino

CFA®, RA

FLORHAM PARK, NJ

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Kenneth Neil Levy

CFA®, RA

FLORHAM PARK, NJ

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Disclosures

There are no public disclosures for Jacobs Levy Equity Management.

Frequently Asked Questions (6)

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