0000919574-13-006049.txt : 20131031
0000919574-13-006049.hdr.sgml : 20131031
20131031112038
ACCESSION NUMBER: 0000919574-13-006049
CONFORMED SUBMISSION TYPE: D
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
ITEM INFORMATION: Investment Company Act Section 3(c)
ITEM INFORMATION: Section 3(c)(7)
FILED AS OF DATE: 20131031
DATE AS OF CHANGE: 20131031
EFFECTIVENESS DATE: 20131031
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Jacobs Levy Group Trust - Jacobs Levy Small/Mid Value Fund
CENTRAL INDEX KEY: 0001589708
IRS NUMBER: 000000000
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-205557
FILM NUMBER: 131181440
BUSINESS ADDRESS:
STREET 1: C/O THE NORTHERN TRUST COMPANY
STREET 2: 50 SOUTH LASALLE STREET
CITY: CHICAGO
STATE: IL
ZIP: 60603
BUSINESS PHONE: 312-630-6000
MAIL ADDRESS:
STREET 1: C/O THE NORTHERN TRUST COMPANY
STREET 2: 50 SOUTH LASALLE STREET
CITY: CHICAGO
STATE: IL
ZIP: 60603
FORMER COMPANY:
FORMER CONFORMED NAME: Jacobs Levy Group Trust
DATE OF NAME CHANGE: 20131021
D
1
primary_doc.xml
X0707
D
LIVE
0001589708
Jacobs Levy Group Trust - Jacobs Levy Small/Mid Value Fund
C/O JACOBS LEVY EQUITY MANAGEMENT, INC.
100 CAMPUS DRIVE, 2ND FLOOR WEST
FLORHAM PARK
NJ
NEW JERSEY
07932-0650
973-410-9222
ILLINOIS
Jacobs Levy Group Trust
Other
Tax Exempt Trust
true
2013
Bruce
I.
Jacobs
C/O JACOBS LEVY EQUITY MANAGEMENT, INC.
100 CAMPUS DRIVE, 2ND FLOOR WEST
FLORHAM PARK
NJ
NEW JERSEY
07932-0650
Executive Officer
Director
Bruce I. Jacobs is an Executive Officer and Director of Jacobs Levy Equity Management, Inc., the Investment Manager of the Issuer.
Kenneth
N.
Levy
C/O JACOBS LEVY EQUITY MANAGEMENT, INC.
100 CAMPUS DRIVE, 2ND FLOOR WEST
FLORHAM PARK
NJ
NEW JERSEY
07932-0650
Executive Officer
Director
Kenneth N. Levy is an Executive Officer and Director of Jacobs Levy Equity Management, Inc., the Investment Manager of the Issuer.
Pooled Investment Fund
Other Investment Fund
false
Decline to Disclose
- 06b
- 3C
- 3C.7
false
2013-10-18
true
true
false
25000000
Indefinite
257947326
Indefinite
false
1
0
0
0
true
The Investment Manager is entitled to receive an annual management fee in an amount equal to a specified percentage of assets under management.
false
Jacobs Levy Group Trust - Jacobs Levy Small/Mid Value Fund
/s/ Kenneth N. Levy
Kenneth N. Levy
Vice President of Jacobs Levy Equity Management, Inc.
2013-10-31