Bank / Wealth / Trust

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Shayne & Jacobs

Shayne & Jacobs was founded in Nashville in 1994 by Jon Shayne and Bill Jacobs. The firm operates as an independent registered investment adviser, deliberately...

Shayne & Jacobs logo

Shayne & Jacobs

Shayne & Jacobs was founded in Nashville in 1994 by Jon Shayne and Bill Jacobs. The firm operates as an independent registered investment adviser, deliberately staying out of the pooled-vehicle business by running individually managed separate accounts. Its client base spans individuals, pension and profit-sharing plans, trusts, charitable organizations, and private businesses. Shayne & Jacobs is a value-oriented equity manager. The firm constructs concentrated portfolios of publicly traded stocks, treating each position as a fractional ownership stake in a business. It does not disclose a private-investment or alternative-asset sleeve, and there is no evidence of venture, real estate, or private credit programs. The investment mandate appears limited to long-only public equities, executed solely within separately managed accounts. The geographic focus is primarily domestic US. The firm is boutique by design, operating from a single office in the Hill Center in Nashville’s Green Hills neighborhood. No team-size or aggregate deployment figures are publicly available. Shayne & Jacobs gives no indication of adjacent vehicles — there is no affiliated foundation, real-asset arm, operating company, or club-membership disclosure. No verifiable operational event from the last 24 months was identified in available sources. The structural differentiator is the absence of a commingled fund. Every client owns the underlying securities directly in a segregated account, so they retain tax-lot control and can customize restrictions. That architecture makes Shayne & Jacobs less scalable than a pooled manager but gives individual clients a level of portfolio control typically reserved for single-family offices.

General information

Firm type

Bank / Wealth / Trust

Year founded

1994

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Nashville

Corporate office

4015 Hillsboro Pike, Suite 203, Nashville, TN 37215-2776, United States

Principals

Jon Shayne

Principal

Bill Jacobs

Principal

Frequently asked questions

Who runs investment decisions at Shayne & Jacobs?

Investment decisions are led by the two named principals, Jon Shayne and Bill Jacobs. They founded the firm in 1994 and continue to manage client portfolios directly. The firm’s website does not list any additional investment personnel, suggesting a flat decision-making structure without a separate analyst corps.

Does Shayne & Jacobs operate a pooled fund or only separate accounts?

Shayne & Jacobs manages only separate accounts. Each client owns the underlying securities directly rather than owning shares of a commingled vehicle. This structure gives clients control over tax-lot selection and allows for individual restrictions that a pooled fund cannot accommodate.

What asset classes does Shayne & Jacobs invest in?

Publicly available information indicates the firm invests solely in publicly traded equities using a value-oriented approach. There is no evidence of allocations to private equity, venture capital, real estate, credit, or hedge funds. The firm does not publish a specific sector-exclusion list.

Is Shayne & Jacobs a single-family office?

No. Shayne & Jacobs is a registered investment adviser serving multiple unrelated clients, including individuals, not-for-profit entities, retirement plans, trusts, and businesses. It does not operate as a single-family office and does not manage a single concentrated family fortune.

How does Shayne & Jacobs charge for its services?

The firm operates on a fee-only basis, charging clients directly for investment advisory services rather than earning commissions or selling proprietary products. Specific fee schedules are not published on its public website.

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