JACOBS & COMPANY, LLC
CRD #107674 SEC #801-12012 SAN FRANCISCO, CA 415-777-1617
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
5
Clients
--
Accounts
768
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $1.1B | $0 | 5 | 0 |
| Aug 2025 | $1.1B | $1.1B | $0 | 5 | 0 |
| Feb 2025 | $1.1B | $1.1B | $0 | 5 | 0 |
| Feb 2024 | $994M | $994M | $0 | 5 | 0 |
| Feb 2023 | $868.2M | $868.2M | $0 | 5 | 0 |
| Jun 2022 | $1.1B | $1.1B | $0 | 4 | 0 |
| Feb 2022 | $1.1B | $1.1B | $0 | 4 | 0 |
| Sep 2021 | $894.8M | $894.8M | $0 | 3 | 0 |
| Feb 2021 | $894.8M | $894.8M | $0 | 3 | 0 |
| Feb 2021 | $894.8M | $894.8M | $0 | 3 | 0 |
| Nov 2020 | $805.3M | $805.3M | $0 | 3 | 0 |
| Jun 2020 | $805.3M | $805.3M | $0 | 3 | 0 |
| Mar 2020 | $805.3M | $805.3M | $0 | 3 | 0 |
| Sep 2019 | $664.4M | $664.4M | $0 | 4 | 0 |
| Mar 2019 | $664.4M | $664.4M | $0 | 4 | 0 |
| Mar 2018 | $681.9M | $681.9M | $0 | 4 | 0 |
| Feb 2017 | $573.7M | $573.7M | $0 | 4 | 200 |
| Jan 2017 | $573.7M | $573.7M | $0 | 4 | 200 |
| Jan 2017 | $543.2M | $543.2M | $0 | 4 | 200 |
| Jan 2016 | $543.2M | $543.2M | $0 | 4 | 200 |
| Jan 2015 | $521.6M | $521.6M | $0 | 3 | 200 |
| Dec 2014 | $449.6M | $449.6M | $0 | 2 | 200 |
| Dec 2014 | $449.6M | $449.6M | $0 | 2 | 200 |
| Mar 2014 | $449.6M | $449.6M | $0 | 2 | 200 |
| Apr 2013 | $363.8M | $363.8M | $0 | 2 | 500 |
| Mar 2013 | $363.8M | $363.8M | $0 | 2 | 500 |
| Jul 2012 | $263.6M | $263.6M | $0 | 1 | 110 |
| Feb 2012 | $263.6M | $263.6M | $0 | 1 | 110 |
| Mar 2011 | $230.4M | $230.4M | $0 | 5 | -- |
| Jan 2008 | $277.4M | $276.8M | $616K | 5 | -- |
| Jan 2007 | $245.9M | $245.3M | $615.7K | 5 | -- |
| Jan 2006 | $225M | $224.4M | $602.4K | 5 | -- |
| Jun 2004 | $246.3M | $242M | $4.3M | 5 | -- |
| Mar 2002 | $242M | $241.2M | $804K | 5 | -- |
DateDec 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateAug 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$994M
Discretionary$994M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$868.2M
Discretionary$868.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$894.8M
Discretionary$894.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$894.8M
Discretionary$894.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$894.8M
Discretionary$894.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$805.3M
Discretionary$805.3M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$805.3M
Discretionary$805.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$805.3M
Discretionary$805.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$664.4M
Discretionary$664.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$664.4M
Discretionary$664.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$681.9M
Discretionary$681.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2017
Total AUM$573.7M
Discretionary$573.7M
Non-Disc.$0
Employees4
Clients200
DateJan 2017
Total AUM$573.7M
Discretionary$573.7M
Non-Disc.$0
Employees4
Clients200
DateJan 2017
Total AUM$543.2M
Discretionary$543.2M
Non-Disc.$0
Employees4
Clients200
DateJan 2016
Total AUM$543.2M
Discretionary$543.2M
Non-Disc.$0
Employees4
Clients200
DateJan 2015
Total AUM$521.6M
Discretionary$521.6M
Non-Disc.$0
Employees3
Clients200
DateDec 2014
Total AUM$449.6M
Discretionary$449.6M
Non-Disc.$0
Employees2
Clients200
DateDec 2014
Total AUM$449.6M
Discretionary$449.6M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$449.6M
Discretionary$449.6M
Non-Disc.$0
Employees2
Clients200
DateApr 2013
Total AUM$363.8M
Discretionary$363.8M
Non-Disc.$0
Employees2
Clients500
DateMar 2013
Total AUM$363.8M
Discretionary$363.8M
Non-Disc.$0
Employees2
Clients500
DateJul 2012
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees1
Clients110
DateFeb 2012
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees1
Clients110
DateMar 2011
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$277.4M
Discretionary$276.8M
Non-Disc.$616K
Employees5
Clients--
DateJan 2007
Total AUM$245.9M
Discretionary$245.3M
Non-Disc.$615.7K
Employees5
Clients--
DateJan 2006
Total AUM$225M
Discretionary$224.4M
Non-Disc.$602.4K
Employees5
Clients--
DateJun 2004
Total AUM$246.3M
Discretionary$242M
Non-Disc.$4.3M
Employees5
Clients--
DateMar 2002
Total AUM$242M
Discretionary$241.2M
Non-Disc.$804K
Employees5
Clients--