JACOBS EQUITY

JACOBS EQUITY of DRAPER, UT is an SEC-registered investment adviser (CRD 147725). Regulatory assets under management: $133.2M.

Registration

• CRD: 147725
• SEC file number: 801-131649
• Type: Registered investment adviser
• Location: 12231 S 900 E, DRAPER, UT, 84020
• Phone: 650-387-3808
• Latest filing: 2026-04-01
• Regulatory AUM: $133.2M
• Discretionary AUM: $133.2M
• Clients: 3
• Accounts: 141

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147725 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search