Jacob Fund

Institutional Active Los Angeles, United States Est. 1999
Last updated 2026-06-18
Portfolio
1
in our dataset
Rounds participated
1
Rounds led
0
Rounds' value
—
total disclosed, rounds participated
Stages
—

About

Jacob Asset Management (JAM) is a boutique investment management firm that manages actively-managed mutual funds—namely the Jacob Internet Fund, Jacob Small Cap Growth Fund, and Jacob Discovery Fund—available to U.S. investors only. The firm employs a proprietary, bottom-up investment process guided by its experienced team. Research is conducted through company engagement, industry expert discussions, and third-party data, aimed at identifying companies with potential for long-term value creation.

JAM’s investment strategy involves a three-step approach—Find, Filter, and Follow-Up—to uncover and monitor high-conviction investment ideas across a range of market capitalizations (micro-, small-, mid-, and large-cap). Decision-making combines qualitative insights (e.g. competitive position, management quality) with fundamental quantitative analysis for valuation and risk assessment

Portfolio · 1

Housetable
AI-powered Lending for Low-interest Home Renovation Loans
1 round Latest: 2021-05

Investment activity

Portfolio by sector

Fintech & Insurtech1

Q&A

What is Jacob Fund's primary investment focus?
Jacob Fund, operating as Jacob Asset Management (JAM), manages actively-managed mutual funds including the.
When was Jacob Fund established?
Jacob Fund was founded in 1999.
What is Jacob Fund's investment strategy?
Jacob Fund employs a proprietary, bottom-up investment process, utilizing a three-step approach: Find, Filter, and Follow-Up. This involves company engagement, industry expert discussions, and third-party data to identify companies with long-term value creation potential across various market capitalizations.
What is a notable portfolio company for Jacob Fund?
A notable portfolio company for Jacob Fund is Housetable, which operates in the Fintech & Insurtech sector.
In which sector has Jacob Fund made investments?
Jacob Fund has made investments in the Fintech & Insurtech sector, with one recorded round in this area.
What stage of funding does Jacob Fund typically participate in?
Jacob Fund has participated in Seed stage funding rounds, with one such round recorded.
When was Jacob Fund's most recent recorded investment?
Jacob Fund's most recent recorded investment was in May 2021.
Where is Jacob Fund headquartered?
Jacob Fund is headquartered in Los Angeles, California, United States.
Full data — links, identifiers, deals & radar signals (jobs, patents, research, more)

Identifiers & details

Founded1999

Radar intelligence

Patents

EPO4