Jaffe Tilchin Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 24, 2026, reports $2.4B in regulatory assets under management, 39 employees, 2 offices, and 5,136 accounts.
Top client segmentIndividuals represent 69.4% of total clients.
Top client categories% of clientsClients
1
Individuals
69.4%
1,313
2
HNWI
20.7%
391
3
Pension Plans
6.2%
117
4
Corporations
3.1%
59
5
Charitable
0.5%
10
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 24, 2026
Discretionary91.9%
$2.2B
92% of total RAUM91.9%
Non-discretionary8.1%
$198M
8% of total RAUM8.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.4B
Total Accounts5,136
10Y AUM Change+$1.9B (+345.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee49:1
10Y Employee Change+18 (+85.7%)
* 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.