Insights

Growing footprint Jacob Asset Management has expanded from a focused Internet equities firm to offering a broader range of actively managed funds across multiple sectors and market capitalizations, signaling potential upsell opportunities to add or customize fund solutions for clients seeking diversified exposure.

ETF launch cue The launch of the Jacob Forward ETF (JFWD) indicates a willingness to innovate and distribute via exchange-traded vehicles; explore partnerships or co-branding, enhanced marketing support, or advisory and brokerage services to capture demand around thematic technology and growth equities.

Tech focus alignment A strong technology and Internet investing lineage presents opportunities to align with technology-forward family offices, RIAs, and institutional allocators looking for specialized exposure, analytics, and researcher support in tech-driven markets.

Small firm agility With a lean team and boutique scale, Jacob Asset Management may benefit from scalable tech-enabled services such as outsourced client onboarding, white-label reporting, or growth-stage marketing partnerships to expand client reach without compromising core investment process.

Revenue growth signal Current revenue range indicates rising demand for their mutual funds and ETF product lineup; targeted outreach to institutional consultants, broker-dealers, and high-net-worth channels could accelerate asset inflows and fund distribution opportunities.

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Jacob Asset Management Tech Stack

Jacob Asset Management uses 8 technology products and services including AdRoll, Linkedin Insight Tag, iCIMS, and more. Explore Jacob Asset Management's tech stack below.

Jacob Asset Management's Email Address Formats

Jacob Asset Management uses at least 1 email format:
Jacob Asset Management Email FormatsExamplePercentage
FLast@jacobam.comJDoe@jacobam.com
100%

Frequently Asked Questions

What is Jacob Asset Management's phone number?

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You can contact Jacob Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Jacob Asset Management's official website and social media links?

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Jacob Asset Management's official website is jacobam.com and has social profiles on LinkedIn.

How much revenue does Jacob Asset Management generate?

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As of September 2026, Jacob Asset Management's annual revenue is estimated to be $1M - $10M.

What is Jacob Asset Management's NAICS code?

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Jacob Asset Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Jacob Asset Management have currently?

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As of September 2026, Jacob Asset Management has approximately 4 employees across 2 continents, including North America and Europe. Key team members include Chief Operations Officer: S. M., Portfolio Manager: D. C. and Administrator: J. C. S. Explore Jacob Asset Management's employee directory with LeadIQ.

What industry does Jacob Asset Management belong to?

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Jacob Asset Management operates in the Investment Management industry.

What technology does Jacob Asset Management use?

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Jacob Asset Management's tech stack includes AdRoll, Linkedin Insight Tag, iCIMS, WordPress, Google Workspace, HubSpot, Piwik and Piwik PRO Core.

What is Jacob Asset Management's email format?

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Jacob Asset Management's email format typically follows the pattern of FLast@jacobam.com. Find more Jacob Asset Management email formats with LeadIQ.

When was Jacob Asset Management founded?

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Jacob Asset Management was founded in 1999.
Jacob Asset Management logo

Jacob Asset Management

Investment ManagementCalifornia, United States2-10 Employees

Jacob Asset Management is an investment management firm founded in 1999 and based in Los Angeles, California. The company offers a range of actively managed investment solutions to both retail and institutional clients, drawing on its experience in technology and Internet investing to identify unique, enduring companies with potential value for the broader economy and investors.
With a focus on the Internet and technology sectors, the firm has developed a proprietary investment process over time to cover a broad array of sectors and market capitalizations. Its operations are supported by a small team, and its advisory role includes managing funds that are distributed by Quasar Distributors, LLC; a recent development noted in industry press is the launch of a new exchange-traded fund in mid-2021. The firm emphasizes risk awareness in mutual fund investing, signaling that principal loss is possible and encouraging careful review of fund prospectuses before investing.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1999
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Jacob Asset Management's revenue is estimated to be in the range of $1M - $10M

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