Jacobs Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Jacobs Investment Management, LLC provides discretionary portfolio management exclusively through private pooled investment vehicles rather than individual advisory accounts. Founded in 2022 with a single management person, the firm acts as manager and adviser to one or more private funds.
The firm limits its investment advice largely to equities and fixed‑income securities, employing fundamental analysis and a long‑term trading orientation to implement the funds’ strategies. Investors in the funds cannot impose individualized restrictions; the manager has discretionary trading authority, and fund investors receive quarterly reports with annual independent audits.
Distinctive features compared with many peers include the firm’s very small scale and reported absence of outside assets under management to date, and a principal who also serves as a general partner/managing member of related fund interests (a disclosed potential conflict). Operational policies that may differ from typical managers include a requirement that investors use a specified broker‑dealer for executions, a practice of not aggregating block trades, and the firm’s disclosure that it may be deemed to have custody of the pooled vehicles; the firm does not accept proxy‑voting authority for client securities.
Client services
Portfolio management
Consulting services
Expertise
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
0.50% annually
15% of capital appreciation
Account minimum: $50,000
Main office location
Jacobs Investment Management, LLC
Boynton Beach FL, United States
Number of offices
1
Most active in
Jacobs Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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