JACOBSEN CAPITAL MANAGEMENT, LLC
Legal name: JACOBSEN CAPITAL MANAGEMENT
CRD #116085 SEC #801-63010 SALT LAKE CITY, UT 801-746-7171
SEC Registered
Total AUM
$474.6M
Discretionary
$474.6M
Employees
5
Clients
10
Accounts
478
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $474.6M | $474.6M | $0 | 5 | 0 |
| Feb 2025 | $427.9M | $427.9M | $0 | 6 | 0 |
| Apr 2024 | $427.9M | $427.9M | $0 | 6 | 0 |
| Feb 2024 | $427.9M | $427.9M | $0 | 6 | 0 |
| Dec 2023 | $345.4M | $345.4M | $0 | 5 | 0 |
| Sep 2023 | $345.4M | $345.4M | $0 | 5 | 0 |
| Jun 2023 | $345.4M | $345.4M | $0 | 5 | 0 |
| Mar 2023 | $345.4M | $345.4M | $0 | 5 | 0 |
| Feb 2023 | $345.4M | $345.4M | $0 | 5 | 0 |
| Aug 2022 | $380.8M | $380.8M | $0 | 3 | 0 |
| Mar 2022 | $380.8M | $380.8M | $0 | 3 | 0 |
| Feb 2021 | $336.8M | $336.8M | $0 | 4 | 0 |
| Jan 2021 | $336.8M | $336.8M | $0 | 4 | 0 |
| May 2020 | $307.7M | $307.7M | $0 | 4 | 0 |
| Apr 2020 | $307.7M | $307.7M | $0 | 4 | 0 |
| Apr 2020 | $307.7M | $307.7M | $0 | 4 | 0 |
| Jan 2020 | $307.7M | $307.7M | $0 | 4 | 0 |
| Oct 2019 | $245.2M | $245.2M | $0 | 5 | 0 |
| Jan 2019 | $245.2M | $245.2M | $0 | 5 | 0 |
| Feb 2018 | $243.9M | $243.9M | $0 | 5 | 0 |
| Sep 2017 | $210.7M | $210.7M | $0 | 5 | 26 |
| Feb 2017 | $210.7M | $210.7M | $0 | 5 | 26 |
| Nov 2016 | $190M | $190M | $0 | 4 | 26 |
| Feb 2016 | $190M | $190M | $0 | 4 | 26 |
| Jan 2015 | $186.7M | $186.7M | $0 | 4 | 26 |
| Jul 2014 | $184.2M | $184.2M | $0 | 4 | 26 |
| Mar 2014 | $161.3M | $161.3M | $0 | 4 | 26 |
| Feb 2014 | $161.3M | $161.3M | $0 | 4 | 26 |
| Jan 2013 | $141.5M | $141.5M | $0 | 5 | 26 |
| Jan 2012 | $110.2M | $110M | $200K | 1 | 26 |
| Apr 2011 | $105M | $105M | $0 | 5 | -- |
| Feb 2011 | $105M | $105M | $0 | 5 | -- |
| Feb 2009 | $65M | $65M | $0 | 5 | -- |
| Jan 2008 | $80M | $80M | $0 | 5 | -- |
| Mar 2007 | $40.3M | $40M | $310K | 5 | -- |
| Jan 2006 | $30.4M | $30.4M | $0 | 5 | -- |
| Sep 2005 | $35M | $35M | $0 | 5 | -- |
| Apr 2004 | $25M | $25M | $0 | 5 | -- |
| Apr 2004 | $25M | $25M | $0 | 5 | -- |
DateFeb 2025
Total AUM$474.6M
Discretionary$474.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$427.9M
Discretionary$427.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$427.9M
Discretionary$427.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$427.9M
Discretionary$427.9M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$345.4M
Discretionary$345.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$380.8M
Discretionary$380.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$380.8M
Discretionary$380.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$336.8M
Discretionary$336.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$336.8M
Discretionary$336.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$307.7M
Discretionary$307.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$307.7M
Discretionary$307.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$307.7M
Discretionary$307.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$307.7M
Discretionary$307.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$245.2M
Discretionary$245.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$245.2M
Discretionary$245.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees5
Clients26
DateFeb 2017
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees5
Clients26
DateNov 2016
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees4
Clients26
DateFeb 2016
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$186.7M
Discretionary$186.7M
Non-Disc.$0
Employees4
Clients26
DateJul 2014
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees4
Clients26
DateJan 2013
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees5
Clients26
DateJan 2012
Total AUM$110.2M
Discretionary$110M
Non-Disc.$200K
Employees1
Clients26
DateApr 2011
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$40.3M
Discretionary$40M
Non-Disc.$310K
Employees5
Clients--
DateJan 2006
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--