What amount sold does Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund report in Form D filings?

The latest linked filings report $296.2M sold across 1 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund's most recent SEC filing?

Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund's most recent Form D filing was on 2015-04-02.

How many investors does Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund have?

The most recent Form D filing lists 1 investor(s).

Jacobs Levy Group Trust - Jacobs Levy Mid Cap Fund

CIK: 0001589708·Pooled Investment Fund·FLORHAM PARK, NJ·Other·Founded 2013

Reported Sold

$296,222,199

Total Filings

Identified Offerings

Last Filed

Apr 2, 2015

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Apr 2, 2015Form D/A — Amendment

Reported sold: $296,222,199 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Oct 3, 2014Form D/A — Amendment

Reported sold: $261,105,916 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold

Oct 31, 2013Form D — New notice

Reported sold: $257,947,326 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

67%

Latest reported sold across 1 identified offering

$296,222,199

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Kenneth N. Levy

Related Person

Appears on 3 filings

Bruce I. Jacobs

Related Person

Appears on 3 filings

-- -- Jacobs Levy Equity Management, Inc.

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Apr 2, 2015	Amendment	Indefinite	$296,222,199	1
Oct 3, 2014	Amendment	Indefinite	$261,105,916	1
Oct 31, 2013	New	Indefinite	$257,947,326	1

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Forza Atomics II, LP

Pooled Investment Fund

Offering target: Indefinite

Filed Oct 29, 2026