PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:29 AM ET

Sponsor Check › Person

BJ
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Bruce I. Jacobs

Named as an officer, director or promoter on SEC Form D filings · NJ · Mar 11, 2011 → Apr 2, 2015

3deals (issuers)
$1.41Breported sold
10investors
14Form D filings
2011–2015years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Bruce I. Jacobs is listed as an executive officer and director on 14 SEC Form D filings by 3 issuers between Mar 2009 and Apr 2015: Jacobs Levy 130-30 Large 1 Fund, LLC (Florham Park, NJ — pooled investment fund — 2011–2014; $638.7M reported sold to 5 investors), Jacobs Levy 130-30 Core 3 Fund, LLC (Florham Park, NJ — pooled investment fund — 2009–2015; $478.3M reported sold to 4 investors) and Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund (Florham Park, NJ — pooled investment fund — 2013–2015; $296.2M reported sold to 1 investors).

What this means A repeat sponsor — 3 separate companies raised money with this person listed as executive officer and director, over about 6 years. Across those companies the filings report $1.41B sold in total.

Listed alongside Kenneth N. Levy (14 shared filings) and Jacobs Levy Equity Management, Inc. (4 shared filings, management entity).

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Bruce. Each name links to their own page.

All 3 issuers belong to the sponsor group Jacobs Levy (6 issuers, $2.25B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Jacobs Levy has 6 companies on file and $2.25B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 2 court cases matching the name, 15 bankruptcy cases matching the name listed in Key records below.

What this means 17 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 14 public filings for Bruce I. Jacobs and found 7 differences, 3 worth asking the sponsor about: Investor count went down between filings; Bruce I. Jacobs is no longer listed on the Mar 17, 2016 amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Bruce I. Jacobs has not run yet — it is joining a line of 17,470 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

2 cases: 1 judgment, 1 dismissed

Kohn Law Group, Inc. v. Bruce Jacobs judgment
District Court, C.D. California · No. 2:19-cv-05775 · Filed Jul 2, 2019 · Closed Sep 9, 2019 · Nature of suit: Other Statutes: Arbitration · Cause: 09:0010 Petition to Vacate Arbitration Award
Role of Bruce Jacobs: Defendant · Outcome: Terminated 2019-09-09 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in CA (not a filing state)
Kohn Law Group, Inc. v. Bruce Jacobs dismissed
District Court, C.D. California · No. 2:18-cv-00820 · Filed Feb 1, 2018 · Closed Mar 9, 2018 · Nature of suit: 896 Other Statutes: Arbitration · Cause: 09:0009 Petition to Confirm Arbitration Award
Role of Bruce Jacobs: Defendant · Outcome: Terminated 2018-03-09 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in CA (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Bruce I. Jacobs..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

15 cases: 15 closed (disposition not in docket feed)

Bruce E Jacobs and MARY E. JACOBS closed
United States Bankruptcy Court, N.D. New York · No. 23-60410 · Filed Jun 9, 2023 · Closed Oct 10, 2023
Role of Bruce E Jacobs and MARY E. JACOBS: Debtor · Outcome: Case closed 2023-10-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in NY (not a filing state); middle initial differs
Bruce A. Jacobs closed
United States Bankruptcy Court, D. Maryland · No. 15-20711 · Filed Jul 31, 2015 · Closed Nov 10, 2015
Role of Bruce A. Jacobs: Debtor · Outcome: Case closed 2015-11-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in MD (not a filing state); middle initial differs
Bruce J. Jacobs closed
United States Bankruptcy Court, M.D. Pennsylvania · No. 1:13-bk-04682 · Filed Sep 12, 2013 · Closed Nov 18, 2014
Role of Bruce J. Jacobs: Debtor · Outcome: Case closed 2014-11-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in PA (not a filing state); middle initial differs
Bruce A. Jacobs closed
United States Bankruptcy Court, W.D. Wisconsin · No. 1-13-11460 · Filed Mar 28, 2013 · Closed Jul 18, 2013
Role of Bruce A. Jacobs: Debtor · Outcome: Case closed 2013-07-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in WI (not a filing state); middle initial differs
Bruce A Jacobs and Lois D Jacobs closed
United States Bankruptcy Court, D. New Jersey · No. 10-22372 · Filed Apr 23, 2010 · Closed Aug 16, 2010
Role of Bruce A Jacobs and Lois D Jacobs: Debtor · Outcome: Case closed 2010-08-16 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in the person's filing state (NJ); middle initial differs
Bruce Jacobs and Janet Jacobs closed
United States Bankruptcy Court, W.D. Michigan · No. 10-03242 · Filed Mar 16, 2010 · Closed Nov 2, 2010
Role of Bruce Jacobs and Janet Jacobs: Debtor · Outcome: Case closed 2010-11-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in MI (not a filing state); middle initial differs
Bruce Jacobs and Rolinda L. Jacobs closed
United States Bankruptcy Court, N.D. Illinois · No. 05-51713 · Filed Oct 13, 2005 · Closed May 3, 2007
Role of Bruce Jacobs and Rolinda L. Jacobs: Debtor · Outcome: Case closed 2007-05-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in IL (not a filing state); middle initial differs
Bruce C. Jacobs closed
United States Bankruptcy Court, N.D. Ohio · No. 05-72626 · Filed Oct 8, 2005 · Closed Mar 10, 2006
Role of Bruce C. Jacobs: Debtor · Outcome: Case closed 2006-03-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in OH (not a filing state); middle initial differs
Bruce A. Jacobs closed
United States Bankruptcy Court, W.D. Michigan · No. 01-07154 · Filed Jul 12, 2001 · Closed Apr 26, 2005
Role of Bruce A. Jacobs: Debtor · Outcome: Case closed 2005-04-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in MI (not a filing state); middle initial differs
BRUCE JACOBS and STACEY ANN JACOBS closed
United States Bankruptcy Court, E.D. Washington · No. 00-01969 · Filed Mar 27, 2000 · Closed Jul 6, 2000
Role of BRUCE JACOBS and STACEY ANN JACOBS: Debtor · Outcome: Case closed 2000-07-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in WA (not a filing state); middle initial differs
Bruce A. Jacobs closed
United States Bankruptcy Court, W.D. Wisconsin · No. 1-97-14455 · Filed Sep 11, 1997 · Closed Feb 9, 1998
Role of Bruce A. Jacobs: Debtor · Outcome: Case closed 1998-02-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in WI (not a filing state); middle initial differs
Bruce Jacobs and Rolinda L Jacobs closed
United States Bankruptcy Court, N.D. Illinois · No. 97-01460 · Filed Jan 17, 1997 · Closed Oct 2, 1997
Role of Bruce Jacobs and Rolinda L Jacobs: Debtor · Outcome: Case closed 1997-10-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in IL (not a filing state); middle initial differs
Bruce A. Jacobs and Patricia A. Jacobs closed
United States Bankruptcy Court, W.D. Kentucky · No. 96-31856 · Filed Apr 24, 1996 · Closed Jan 13, 2000
Role of Bruce A. Jacobs and Patricia A. Jacobs: Debtor · Outcome: Case closed 2000-01-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in KY (not a filing state); middle initial differs
Bruce J. Jacobs and Janet M. Jacobs closed
United States Bankruptcy Court, W.D. Michigan · No. 92-85749 · Filed Oct 20, 1992 · Closed Mar 11, 1993
Role of Bruce J. Jacobs and Janet M. Jacobs: Debtor · Outcome: Case closed 1993-03-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in MI (not a filing state); middle initial differs
Bruce A. Jacobs closed
United States Bankruptcy Court, M.D. Florida · No. 8:88-bk-01792 · Filed Mar 31, 1988 · Closed Oct 3, 1988
Role of Bruce A. Jacobs: Debtor · Outcome: Case closed 1988-10-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 30 federal dockets); court in FL (not a filing state); middle initial differs
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

7 differences found between the filings for Bruce I. Jacobs — 3 worth asking about (compared 14 filings on Oct 24, 2026)

Worth asking · Mar 16, 2009 – Mar 16, 2010

Investor count went down between filings — Jacobs Levy 130-30 Core 3 Fund, LLC

The Mar 16, 2009 filing reports 2 investors; the Mar 16, 2010 Form D/A reports 1 investor.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Mar 16, 2009 ↗Form D/A (later) · Mar 16, 2010 ↗Jacobs Levy 130-30 Core 3 Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 17, 2015 – Mar 17, 2016

Bruce I. Jacobs is no longer listed on the Mar 17, 2016 amendment — Jacobs Levy 130-30 Core 3 Fund, LLC

Bruce I. Jacobs appears on the Mar 17, 2015 Form D/A (executive officer, director) but not on the Mar 17, 2016 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Mar 17, 2015 ↗Form D/A · Mar 17, 2016 ↗Bruce I. Jacobs — PartnerFacts page ↗Jacobs Levy 130-30 Core 3 Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · Oct 3, 2014 – Oct 2, 2015

Bruce I. Jacobs is no longer listed on the Oct 2, 2015 amendment — Jacobs Levy 130-30 Large 1 Fund, LLC

Bruce I. Jacobs appears on the Oct 3, 2014 Form D/A (executive officer, director) but not on the Oct 2, 2015 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Oct 3, 2014 ↗Form D/A · Oct 2, 2015 ↗Bruce I. Jacobs — PartnerFacts page ↗Jacobs Levy 130-30 Large 1 Fund, LLC — PartnerFacts page ↗
Sources
Note · Mar 16, 2009 – Mar 16, 2010

Bruce I. Jacobs's role changed at Jacobs Levy 130-30 Core 3 Fund, LLC: executive officer → executive officer, director

The Mar 16, 2009 filing lists Bruce I. Jacobs as executive officer; the Mar 16, 2010 Form D/A lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Mar 16, 2009 ↗Form D/A · Mar 16, 2010 ↗Bruce I. Jacobs — PartnerFacts page ↗Jacobs Levy 130-30 Core 3 Fund, LLC — PartnerFacts page ↗
Sources
Note · Oct 18, 2013 – Apr 2, 2015

No amendment in the last 12 months on an offering that may still be open — Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund (latest filing Apr 2, 2015)

The latest filing for this offering is dated Apr 2, 2015 (first sale Oct 18, 2013). It reports $296,222,199 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Apr 2, 2015 ↗Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund — PartnerFacts page ↗
Sources
Note · Mar 16, 2009 – Mar 11, 2011

Bruce I. Jacobs is written 2 different ways on the filings

listed as "Bruce Jacobs" on 2 filings (from Mar 16, 2009), and "Bruce I. Jacobs" on 12 filings (from Mar 11, 2011).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D/A · Mar 16, 2009 ↗Form D/A · Mar 11, 2011 ↗Bruce I. Jacobs — PartnerFacts page ↗
Sources
Note · Mar 17, 2015 – Mar 17, 2016

Minimum investment changed between filings — Jacobs Levy 130-30 Core 3 Fund, LLC

The Mar 17, 2015 filing lists a minimum of $25,000,000; the Mar 17, 2016 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Mar 17, 2015 ↗Form D/A (later) · Mar 17, 2016 ↗Jacobs Levy 130-30 Core 3 Fund, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 3 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Apr 2, 2015 D/A
Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund
File 021-205557
$0$0$0
The Investment Manager is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Mar 17, 2015 D/A
Jacobs Levy 130-30 Core 3 Fund, LLC
File 021-116025
$0$0$0
The Manager is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗
Oct 3, 2014 D/A
Jacobs Levy 130-30 Large 1 Fund, LLC
File 021-167318
$0$0$0
The Manager is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 3

Every issuer that named Bruce I. Jacobs on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

JL
Pooled Investment Fund · group: Jacobs Levy

Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund

Florham Park, NJ · Oct 31, 2013 → Apr 2, 2015 · 3 filings
  • Apr 2, 2015 · D/A · $296,222,199 sold of Indefinite · 1 investors · min. $25,000,000 · role: Executive Officer, Director (President and Director of Jacobs Levy Equity Management, Inc. the Investment Manager of the Issuer.) EDGAR ↗
  • Oct 3, 2014 · D/A · $261,105,916 sold of Indefinite · 1 investors · min. $25,000,000 · role: Executive Officer, Director (President and Director of Jacobs Levy Equity Management, Inc. the Investment Manager of the Issuer.) EDGAR ↗
  • Oct 31, 2013 · D · $257,947,326 sold of Indefinite · 1 investors · min. $25,000,000 · role: Executive Officer, Director (Bruce I. Jacobs is an Executive Officer and Director of Jacobs Levy Equity Management, Inc., the Investment Manager of the Issuer.) EDGAR ↗

Raised $296.2M from 1 investor as of the latest filing. Bruce is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JL
Pooled Investment Fund · group: Jacobs Levy

Jacobs Levy 130-30 Core 3 Fund, LLC

Florham Park, NJ · Mar 16, 2009 → Mar 17, 2015 · 7 filings
  • Mar 17, 2015 · D/A · $178,022,688 sold of Indefinite · 2 investors · min. $25,000,000 · role: Executive Officer, Director (President and Director of Jacobs Levy Equity Management, Inc., the Manager of the Issuer.) EDGAR ↗
  • Mar 17, 2014 · D/A · $178,022,688 sold of Indefinite · 2 investors · min. $25,000,000 · role: Executive Officer, Director (Bruce I. Jacobs is an executive officer and Director of Jacobs Levy Equity Management, Inc., the Manager of the Issuer.) EDGAR ↗
  • Mar 18, 2013 · D/A · $178,022,688 sold of Indefinite · 2 investors · min. $25,000,000 · role: Executive Officer, Director (Bruce I. Jacobs is an executive officer and Director of Jacobs Levy Equity Management, Inc., the Manager of the Issuer.) EDGAR ↗
  • Mar 28, 2012 · D/A · $178,022,688 sold of Indefinite · 2 investors · min. $25,000,000 · role: Executive Officer, Director (Bruce I. Jacobs is an executive officer and Director of Jacobs Levy Equity Management, Inc., the Manager of the Issuer.) EDGAR ↗
  • Mar 11, 2011 · D/A · $112,961,379 sold of Indefinite · 1 investors · min. $25,000,000 · role: Executive Officer, Director (Bruce I. Jacobs is an executive officer and Director of Jacobs Levy Equity Management, Inc., the Manager of the Issuer.) EDGAR ↗
  • Mar 16, 2010 · D/A · $112,961,379 sold of Indefinite · 1 investors · min. $25,000,000 · role: Executive Officer, Director (Bruce Jacobs is an executive officer and Director of Jacobs Levy Equity Management, Inc., the Manager of the Issuer.) EDGAR ↗
  • Mar 16, 2009 · D/A · $112,960,443 sold of Indefinite · 2 investors · min. $25,000,000 · role: Executive Officer (Bruce Jacobs is an executive officer of Jacobs Levy Equity Management, Inc., the Manager of the Issuer.) EDGAR ↗

Raised $478.3M from 4 investors as of the latest filing. Bruce is listed as executive officer, director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JL
Pooled Investment Fund · group: Jacobs Levy

Jacobs Levy 130-30 Large 1 Fund, LLC

Florham Park, NJ · Oct 14, 2011 → Oct 3, 2014 · 4 filings
  • Oct 3, 2014 · D/A · $19,200,000 sold of Indefinite · 1 investors · min. $25,000,000 · role: Executive Officer, Director (President and Director of Jacobs Levy Equity Management, Inc., the Manager of the Issuer.) EDGAR ↗
  • Oct 3, 2013 · D/A · $19,200,000 sold of Indefinite · 1 investors · min. $25,000,000 · role: Executive Officer, Director (Bruce I. Jacobs is an executive officer and Director of Jacobs Levy Equity Management, Inc., the Manager of the Issuer.) EDGAR ↗
  • Oct 12, 2012 · D/A · $18,500,000 sold of Indefinite · 1 investors · min. $25,000,000 · role: Executive Officer, Director (Bruce I. Jacobs is an executive officer and Director of Jacobs Levy Equity Management, Inc., the Manager of the Issuer.) EDGAR ↗
  • Oct 14, 2011 · D · $5,000,000 sold of Indefinite · 1 investors · min. $25,000,000 · role: Executive Officer, Director (Bruce I. Jacobs is an executive officer and Director of Jacobs Levy Equity Management, Inc., the Manager of the Issuer.) EDGAR ↗

Raised $638.7M from 5 investors as of the latest filing. Bruce is listed as executive officer, director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Bruce 2

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

JL
Management entity

Jacobs Levy Equity Management, Inc.

Executive Officer · 4 shared filings (3 issuers) · also on 3 other issuers

Jacobs Levy Equity Management, Inc. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

KL
No photo found yet (own website and image search run after this page is viewed)
Person

Kenneth N. Levy

Executive Officer, Director · 14 shared filings (3 issuers)

Listed on the same filings as Bruce I. Jacobs. Their page shows their other deals.

The team behind the deals

JL
Sponsor group

Jacobs Levy

6 issuers · 52 filings · $2.25B reported sold · 2009–2026

One team, 6 deal companies. Bruce I. Jacobs is listed on 3 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Bruce I. Jacobs.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 3 of the 3 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Jacobs Levy 130-30 Core 3 Fund, LLC, Jacobs Levy 130-30 Large 1 Fund, LLC, Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Bruce I. Jacobs by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 3 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Bruce I. Jacobs is listed on: none on file. No website or social profile named in Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #305,639 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

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