Jacobs Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
0.50% annually
15% of capital appreciation
Account minimum: $50,000
Main office
Boynton Beach FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Jacobs Investment Management, LLC · Jacobs Investment Solutions
Disclosures
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Business activities & affiliations
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
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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
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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
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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.
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