A complete list of active advisors currently associated with Jacobs Investment Management, LLC

Warmer can help you find a great advisor at Jacobs Investment Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Jacobs Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.