# Jacobs Asset Management: portfolio, investments and team

> Jacobs Asset Management is a hedge fund based in United States. 3 investments on record, latest Apr 2014. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/jacobs-asset-management (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Jacobs Asset Management

Last cheque observed Apr 2014. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Quiet Hedge fund

Growth Financial Services

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 3 on record

Since the last cheque **4568** days **00** hrs **00** min **00** sec

Median round **$6.2M** Rounds led **0 of 3** Sole investor **2 rounds**

Pitch Jacobs Asset Management

## Jacobs Asset Management highlights

- 01 3 rounds on record
- 02 Mostly Debt and Series A: 67% of its rounds
- 03 Sole investor in 2 rounds, median $6.0M

## What they do

> An established money manager focused exclusively on investing in the financial services space. From their own website

- **Type:** Hedge fund
- **Cheque size:** Not stated
- **Stages:** Growth
- **Sectors:** Financial Services
- **Based in:** New York, United States
- **Cold pitches:** Not accepted

## The record

Every round we can evidence, newest first **3 appearances**

- **2014** 2 rounds
- **Apr** **[Cove Financial Group](https://millionrounds.com/company/cove-financial-group)** Debt · US **$1.5M** Sole investor
- **Mar** **[Acorns](https://millionrounds.com/company/acorns)** Series B · US **$6.2M** With 1 other
- **2013** 1 round
- **Oct** **[Cove Financial Group](https://millionrounds.com/company/cove-financial-group)** Series A · US · socaltech.com **$10M** Sole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **2 named**

SM **Seymour Murray Jacobs** Managing Member i Form ADV

TG **Thomas George Jonovich** Chief Financial Officer & Chief Compliance Officer i Form ADV

We also hold **9** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$366M** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Jacobs Asset Management, LLC
- **SEC number:** CRD 156563

Funds on its Form ADV

**2** private funds, **$291M** in gross assets · filed Mar 2024

Hedge **1** Private equity **1**

- JAM Partners, L.P. *Hedge* 72 investors $291M
- JSOV I TB LLC *Private equity* 20 investors $714K

## What they claim to have backed

From their own portfolio page (on their website)

**1** of 20 we have independently watched raise

[Acorns](https://millionrounds.com/company/acorns) Americanadvisorsgroup B1bank Bankfpb Banking Bankoffincastle Blackhawkbank Bridgeviewbank Centrue Cvhldgs Fentura Fifsg Firstatlantic Jcrcapital Kondaur Mcb Myccnb Rmsnav Sandiegoprivatebank Silvergatebank

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

## The cheque

Growth

Median round joined **$6.2M** the round, not its cheque Alone, median **$6.0M**

Led 0 of 3 rounds **0%**

- **Sole investor:** 2 rounds
- **Last cheque:** Apr 2014

Rounds by stage said on their site

- Debt *1*
- Series A *1*
- Series B *1*
- Growth said *-*

Cheques by year Led Joined

2013 2014

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## Quick answers about Jacobs Asset Management

### What does Jacobs Asset Management invest in?

Jacobs Asset Management invests most often at Debt and Series A (67% of the rounds on record), in sectors such as Financial Services.

### How active is Jacobs Asset Management?

3 investments on record, 0 of them in the last 12 months. The most recent was in Apr 2014.

### How big are Jacobs Asset Management's cheques?

The median round it joins is $6.2M.

### Is Jacobs Asset Management investing now?

No investments in the last 12 months; the latest was in Apr 2014.

### What kind of investor is Jacobs Asset Management?

Jacobs Asset Management is a hedge fund based in New York, United States.

### How much does Jacobs Asset Management manage?

About $366M, as regulatory assets under management (Oct 2026).

### Where does this information on Jacobs Asset Management come from?

From 1 articles and filings naming it in a round, public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=jacobs-asset-management) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=jacobs-asset-management)
