JACOBS ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$366M
Discretionary
$366M
100% of AUM
Avg account
$366M
Accounts
1
Employees
5
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
156563
Registered since
March 26, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Jacobs Asset Management, LLC is an SEC-registered, LLC-structured adviser that operates as a hedge-fund manager serving an institutional client base. Registered in 2012 and owned by an individual, the firm focuses on portfolio management for pooled investment vehicles and acts as sponsor, general partner and managing member of those vehicles. Its fee schedule includes both percentage-of-AUM and performance-based components (along with other fee arrangements). The firm does not identify itself as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • THOMAS JONOVICH

    Chief Financial Officer & Chief Compliance OfficerCRD 4271471

Contacts

1 of 1
  • SEYMOUR JACOBS

    Managing PartnerCRD 1407863

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
192 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth