website logo
side menu icon

Fund Auditor

Jacobsen and Company

Back
JC
Jacobsen and Company

Fund Auditor

Year Founded: 1998

Number of Employees: 7

Ownership: Partnership

Description

We are a local CPA firm that specializes in helping small businesses, associations, non-profits, and individuals navigate the complex world of accounting and tax. We enjoy helping our clients see how financial reporting and tax planning can enhance their bottom line.



Primary Location

Waukee, Iowa, USA

Date

As of: September 30, 2025

{{ metric.value.toLocaleString() }}

{{ metric.details.label }}

{{ metric.details.desc }}

Office Locations

Business mix

Mix of AUM Serviced ($M)

By geography
By strategy
By fund size
By fund vintage

Key Metrics

Table view

{{ heading }}
{{ cell.label }} {{ cell.desc }} {{ typeof(cell) === 'number' ? cell.toLocaleString() : cell }} {{ '-' }}

Key Metrics

Chart view

{{ metricFilters[selectedMetric] }}
{{ label }}

Top {{ pagination.total }} {{ pagination.total === 1 ? 'Client' : 'Clients' }}

Top clients by AUM serviced

{{ heading.label }} {{ heading.desc }}
{{ cell }} {{ !isNaN(cell) ? Number(cell).toLocaleString() + (headingData.find(h => h.field === cellName)?.label.includes('%') ? ' %' : '') : (cell.length > 60 ? cell.substring(0, 60) + '...' : cell) }} {{ '-' }}
See All Clients

Top {{ pagination.total === 1 ? 'win' : pagination.total + ' wins' }}

Last 12 months

See all switches data
{{ heading.label }} {{ heading.desc }}
{{ cell }} {{ !isNaN(cell) ? Number(cell).toLocaleString() + (headingData.find(h => h.field === cellName)?.label.includes('%') ? ' %' : '') : (cell.length > 60 ? cell.substring(0, 60) + '...' : cell) }} {{ '-' }}

Top {{ pagination.total === 1 ? 'loss' : pagination.total + ' losses' }}

Last 12 months

See all switches data
{{ heading.label }} {{ heading.desc }}
{{ cell }} {{ !isNaN(cell) ? Number(cell).toLocaleString() + (headingData.find(h => h.field === cellName)?.label.includes('%') ? ' %' : '') : (cell.length > 60 ? cell.substring(0, 60) + '...' : cell) }} {{ '-' }}

Questions relating to our data?

Singularity is a subscription-based data platform with data on the private fund industry. Contact us with any questions about this profile or for a demo of our full platform.

Contact Us
homepage showcase image