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JAFFE TILCHIN INVESTMENT PARTNERS, LLC
CRD 143608File 801-67720
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.45B
Top 25% of cohort (national)
Discretionary AUM
$2.25B
Non-discretionary $198.3M
Clients
1,892
5,136 accounts
Employees
39
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 18, 2007
- Principal office
- 15350 N. FLORIDA AVE., TAMPA, FL, 33613
- Phone
- 813-963-2500
- Website
- HTTP://WWW.JAFFETILCHIN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.45B
- Discretionary AUM
- $2.25B
- Non-discretionary AUM
- $198.3M
- Discretionary accounts
- 5,078
- Non-discretionary accounts
- 58
- Total accounts
- 5,136
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 59 | $451.3M |
| Charitable organizations | 10 | $39.4M |
| Other investment advisers | Fewer than 5 | $5.2M |
| High net worth individuals | 391 | $1.35B |
| Pooled investment vehicles | 1 | $1.5M |
| Pension and profit sharing plans | 117 | $235.6M |
| Individuals (other than high net worth individuals) | 1,313 | $358.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E3
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.