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 investment manager organized as an LLC and operating as a hedge fund manager. The firm, registered in 2012, serves primarily institutional clients and focuses on managing pooled investment vehicles rather than individual separate-account advisory. Its compensation model includes asset-based fees alongside performance-linked charges and other fee arrangements. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser. In its operating capacity the firm also acts as sponsor and general partner/managing member of pooled vehicles it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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