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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Florham Park, NJ

Jacobs Levy Equity Management

$28.0B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($2.34B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Growth Equity, Venture Capital, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$2.34B
Total AUM: $28.0B
Median Disclosed Amount
$129.5M
Range: $15.0M – $175.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Jacobs Levy Equity Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Upfront Ventures VI LPAdviser 7.B Vehicle Venture Capital 2025
$164.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Green Infrastructure Partners VAdviser 7.B Vehicle Infrastructure 2025
$152.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oakley Capital VIAdviser 7.B Vehicle Buyout 2025
$144.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Roxborough Fund II LPAdviser 7.B Vehicle Real Estate 2024
$30.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2024
$20.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Jacobs Levy Equity Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Jacobs Levy Equity Management (OCIO / Wealth RIA, $28.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 16.2% Actual; $224.1M Unallocated Target Bandwidth). SEC Form ADV (801-28257, CRD #107022) verified $28.01B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Jacobs Levy Equity Management

659 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Jacobs Levy Equity Management (22 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 10 Shared Vehicles

Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust

Corporate Pension Plan North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pennybacker V (2024 Vintage)
Jacobs Levy Equity Management: $137.2M · SEC Form ADV 7.B
Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust: $62.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pennybacker VI (2024 Vintage) · Peppertree Capital X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Chickamauga Door County Ravenscroft Mutual & Casualty Insurance General Account

Insurance Company Chattanooga, TN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pennybacker VI (2024 Vintage)
Jacobs Levy Equity Management: $74.5M · SEC Form ADV 7.B
Chickamauga Door County Ravenscroft Mutual & Casualty Insurance General Account: $35.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pennybacker V (2024 Vintage) · Peppertree Capital X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Upfront Ventures VI LP (2024 Vintage)
Jacobs Levy Equity Management: $164.5M · SEC Form ADV 7.B
University of Texas (UTIMCO): $35.7M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.62)

Additional shared vehicles: Pennybacker V (2024 Vintage) · Pennybacker VI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+656 Additional Institutional LPs Report Shared Vehicles with Jacobs Levy Equity Management

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You are viewing 5 open public preview records (out of 22 total tracked records for Jacobs Levy Equity Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (659 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Jacobs Levy Equity Management

Real Estate LPs →Buyout LPs →Growth Equity LPs →Venture Capital LPs →Private Credit LPs →

Frequently Asked Questions: Jacobs Levy Equity Management

What type of institutional allocator is Jacobs Levy Equity Management and what is their typical disclosed ticket size?

Jacobs Levy Equity Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York / Tri-State; Headquarters: Florham Park, NJ). Across 22 historical disclosure records tracked on Prilago ($2.34B total parsed USD across disclosed rows), the median disclosed amount is $129.5M (range: $15.0M to $175.2M).

Which private-market strategies appear in Jacobs Levy Equity Management's public disclosures?

Jacobs Levy Equity Management has disclosed records across Real Estate, Buyout, Growth Equity, Venture Capital, Private Credit. Open preview records include Upfront Ventures VI LP (2025 Vintage), Blackstone Green Infrastructure Partners V (2025 Vintage), Oakley Capital VI (2025 Vintage), Roxborough Fund II LP (2024 Vintage).

How are Jacobs Levy Equity Management's historical records substantiated and separated from active searches on Prilago?

Records for Jacobs Levy Equity Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Jacobs Levy Equity Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/jacobs-levy-equity-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Jacobs Levy Equity Management?

In Prilago's bilateral commitment graph, Jacobs Levy Equity Management shares resolved underlying fund vehicles with 659 institutional LPs across 22 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. Pennybacker V (2024 Vintage)), Chickamauga Door County Ravenscroft Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Pennybacker VI (2024 Vintage)), University of Texas (UTIMCO) (6 shared vehicles, e.g. Upfront Ventures VI LP (2024 Vintage)).

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