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Jacobs Equity

● SEC registered since 2024CRD 147725SEC# 801-131649Draper, UT
Export (members)
Reg. AUM
$111.7M
Employees
3
Accounts
137
Location
Draper, UT

Jacobs Equity assets under management

Jacobs Equity is an investment advisory firm registered with the SEC based in Draper, UT. The firm has been registered since 2024. It reports $111.7 million in regulatory assets under management and employs 3 people.

Jacobs Equity owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey L Jacobs ControlManaging Member / CcoOver 75%2008

Frequently asked questions

How much does Jacobs Equity manage?

Jacobs Equity reports $111.7 million in regulatory assets under management on its Form ADV.

How many employees does Jacobs Equity have?

Jacobs Equity reports 3 employees.

Where is Jacobs Equity located?

Jacobs Equity is based in Draper, UT and has been SEC-registered since 2024.

Does Jacobs Equity disclose fund performance?

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

Contact & registration

Address12231 S 900 E, Draper, UT 84020
Phone650-387-3808
Fax800-423-2391
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.7M
Non-discretionary$0
Total (RAUM)$111.7M