JACOBS LEVY EQUITY MANAGEMENT is a Florham Park, New Jersey based financial advisory firm with nearly $22,880,110,775 in assets under management and provides investment advisory services for 135 clients. There are currently 65 financial advisors at the firm.
General Information |
| Firm CRD#: | 107022 | |
| SEC#: | 801-28257 | |
| Assets under Management: | $22,880,110,775 | |
| No. of Clients: | 135 | |
| No. of Advisors: | 65 | |
| Advisory Services Provided: | Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients | |
| Fee Structure: | A percentage of AUM, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BNY ADVISORS | 106108 | 801-52378 | 103756 | 80 | $19,689,689,740 |
| ADP STRATEGIC PLAN SERVICES, LLC | 286555 | 801-109013 | 78961 | 11 | $20,855,193,205 |
| BLEAKLEY FINANCIAL GROUP, LLC | 318366 | 801-123232 | 22440 | 158 | $9,176,052,784 |
| SUMMIT FINANCIAL, LLC | 299322 | 801-114377 | 19276 | 330 | $11,545,251,683 |
| MODERA WEALTH MANAGEMENT, LLC | 155649 | 801-71973 | 18992 | 200 | $12,532,443,204 |
| CIRCLE WEALTH MANAGEMENT, LLC | 142878 | 801-67841 | 958 | 20 | $10,174,361,288 |
| JACOBS LEVY EQUITY MANAGEMENT | 107022 | 801-28257 | 135 | 65 | $22,880,110,775 |
| ONEX CREDIT PARTNERS, LLC | 138941 | 801-65396 | 55 | 66 | $18,259,617,233 |
| ECP | 155020 | 801-74094 | 53 | 89 | $21,902,147,876 |
| PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | 801-43479 | 34 | 267 | $25,675,970,685 |
| PRUDENTIAL SELECT STRATEGIES LLC | 286153 | 801-108896 | 24 | 46 | $19,734,537,132 |
| HONEYWELL CAPITAL MANAGEMENT LLC | 109537 | 801-61101 | 14 | 17 | $13,695,583,634 |
| GLACIER PEAK CAPITAL MANAGEMENT, LLC | 164409 | 801-113285 | 6 | 6 | $11,168,841,076 |
| APPALOOSA LP | 281909 | 801-106869 | 2 | 23 | $16,758,855,580 |
| PGIM MULTI-ASSET SOLUTIONS LLC | 136274 | 801-64609 | 2 | 31 | $13,386,849,702 |