PPrivate Fund Data Log in Join · $37/mo

Jacobs & Company, LLC

● SEC registered since 1976CRD 107674SEC# 801-12012San Francisco, CA
Export (members)
Reg. AUM
$1.1B
Employees
5
Accounts
768
Location
San Francisco, CA

Jacobs & Company, LLC assets under management

Jacobs & Company, LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 1976. It reports $1.1 billion in regulatory assets under management and employs 5 people.

Jacobs & Company, LLC owners & executives

3 reported
NameTitleOwnershipSince
Matt David Jacobson ControlManaging Member50-75%1988
Susan Alice Newmeyer ControlChief Compliance Officer10-25%2021
Thomas William Newmeyer ControlManaging Member25-50%2002

Frequently asked questions

How much does Jacobs & Company, LLC manage?

Jacobs & Company, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Jacobs & Company, LLC have?

Jacobs & Company, LLC reports 5 employees.

Where is Jacobs & Company, LLC located?

Jacobs & Company, LLC is based in San Francisco, CA and has been SEC-registered since 1976.

Does Jacobs & Company, LLC disclose fund performance?

Jacobs & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address595 Market Street, Suite 1330, San Francisco, CA 94105
Phone415-777-1617
Office hours8a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.1B
Non-discretionary$0
Total (RAUM)$1.1B