JACOBS & COMPANY Overview
Jacobs & Company is an investment advisor that manages 521.6 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 747MM in positions, representing 143% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 747MM in positions, representing 143% of the manager's regulatory AUM.
JACOBS & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JACOBS & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.45% | Tech | 26.73% | 0.35% | 0 | 47% | ||
| MSFT | 3.5% | Tech | 13.97% | -0.17% | 0 | 53% | ||
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FEATURED IN
JACOBS & COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Matt D. Jacobson | Managing General Partner | May-2004 |
| Thomas W. Newmeyer | General Partner, Chief Compliance Officer | August-2002 |
JACOBS & COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
JACOBS & COMPANY Investment Strategy
JACOBS & COMPANY Portfolio Concentration
JACOBS & COMPANY Location
595 MARKET STREET
SUITE 1330
SAN FRANCISCO, California
UNITED STATES, 94105
SUITE 1330
SAN FRANCISCO, California
UNITED STATES, 94105
JACOBS & COMPANY Contact Information
Phone Number: 415-777-1617
Fax Number: 415-777-1619
Website: null
Fax Number: 415-777-1619
Website: null
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