Jacobs Levy Equity Management
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Overview
Jacobs Levy Equity Management is a financial advisory company based in Florham Park, New Jersey. Jacobs Levy Equity Management administers $17.2 billion in assets over 128 client accounts, placing it among the biggest financial advisory firms in the country by assets under management (AUM). Jacobs Levy Equity Management has an average-sized group, including 31 financial advisors. Jacobs Levy Equity Management is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and equities.
Jacobs Levy Equity Management manages all of the company's client assets on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by an investment advisor without needing to seek client consent. The advisory firm's average account size is $134.7 million. An average financial advisor at Jacobs Levy Equity Management administers around four client accounts, making it one of the most individualized advisor firms in the country.
The company's headquarters is at 100 Campus Drive, Florham Park, New Jersey 07932-0650. The firm is allowed to provide services to clients in the state of New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jacobs Levy Equity Management by the Numbers
$17.2 billion
61
128
$134.7 million
Fee Structure
A financial advisor's fees largely are based on the type of services offered. Fees charged by the firm likely are comprised of any blend of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to investment companies, pooled investment vehicles, pension plans and state or municipal government entities. Out of its 128 accounts, Jacobs Levy Equity Management's largest client is pension plans. Around 15% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Jacobs Levy Equity Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Jacobs Levy Equity Management
Florham Park, NJ
Florham Park, NJ
Florham Park, NJ
Florham Park, NJ
Florham Park, NJ
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