Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund
Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund is a private investment fund based in Florham Park, New Jersey. According to its most recent Form D, filed Apr 2, 2015, it has sold $296,222,199 of interests to 1 investor since its first sale in Oct 2013. The minimum investment it accepts from an outside investor is $25,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jacobs Levy Equity Management, Inc; Kenneth Levy; Bruce Jacobs.
- Total raised
- $296,222,199Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Oct 18, 2013
- Minimum investment
- $25,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jacobs Levy Equity Management, Inc; Kenneth Levy; Bruce Jacobs
- Latest Form D
- Apr 2, 2015
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund
What is the minimum investment for Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund?
According to its latest Form D, filed Apr 2, 2015, the minimum investment Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund accepts from an outside investor is $25,000,000.
Who can invest in Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund?
Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund raised?
Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund reports $296,222,199 sold from 1 investor on its Form D filed Apr 2, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund based?
Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund is based in Florham Park, New Jersey.
When did Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund launch?
Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund reports its first sale in Oct 2013.
Size compared with every private investment fund
Raised more than 83% of the 189 private investment funds based in New Jersey, and more than 83% of all 10,270 that report sales.