Jacobs Asset Management, LLC

Jacobs Asset Management, LLC provides discretionary investment management to a private hedge fund (JAM Partners, L.P.) and does not furnish investment advice directly to individual investors. Its investor base consists primarily of accredited and qualified clients in pooled vehicles, and the firm reports approximately $366.4 million in regulatory assets under management.

The Fund follows a research-intensive, contrarian long/short equity approach concentrated in U.S. financial-services companies, with an emphasis on small- and mid-cap issuers where the adviser perceives valuation dislocations. Positions may be hedged and implemented using short sales, options, margin and other instruments to isolate security selection from broader market movements.

Noteworthy aspects of the firm include its stated use of artificial intelligence and machine-learning tools in research, periodic board observer or director engagements with portfolio companies, and the engagement of independent valuation firms for Level 3 assets to support fair-value determinations. The firm also discloses experience across pooled strategies (including a recently liquidated private equity vehicle) and the use of soft-dollar arrangements and limited side letters, which are described in its offering documents.