← Directory
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
CRD 143608File 801-67720
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 47 | 39 | decreased by8 |
| Apr 1, 2026 | Clients | 1,478 | 1,892 | increased by414 |
| Apr 1, 2026 | AUM | $1,839,648,700 | $2,445,435,755 | increased by$605,787,055 |
| Apr 1, 2026 | Accounts | 4,235 | 5,136 | increased by901 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 34 | 47 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 34 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,231 | 1,478 | increased by247 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,366,597,149 | $1,839,648,700 | increased by$473,051,551 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,217 | 4,235 | increased by1,018 |
| Apr 1, 2022 | Employees | 30 | 31 | increased by1 |
| Apr 1, 2022 | Clients | 1,079 | 1,231 | increased by152 |
| Apr 1, 2022 | AUM | $1,151,320,736 | $1,366,597,149 | increased by$215,276,413 |
| Apr 1, 2022 | Accounts | 2,785 | 3,217 | increased by432 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JAFFE TILCHIN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JAFFE TILCHIN” may also match similarly-named firms). Confirm identity against each filing.
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.