BEVERLY HILLS, CACRD 108082Registration Status: ApprovedEffective since April 29, 2026Latest ADV June 2, 2026
Jaffe Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated June 2, 2026, reports $116M in regulatory assets under management, 2 employees, and 149 accounts.
Assets Under Management
$116M
Employees
2
Offices
--
Total Clients
58
Primary office
BEVERLY HILLS, CA
9454 WILSHIRE BLVD, STE M-1, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.2% of total clients.
Top client categories% of clientsClients
1
HNWI
67.2%
39
2
Individuals
32.8%
19
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$116Mas of June 2, 2026
Discretionary100.0%
$116M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$116M
Total Accounts149
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee29:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2026. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.