Jaffe Tilchin Investment Partners, LLC

Registered investment adviser · Tampa, FL · CRD #143608

Form ADV data as of 2026-09-01

Regulatory assets

$2.45 billion

Total accounts

5,136

Employees

Disclosure events

Firm details

Website: http://www.jaffetilchin.com
Telephone: 813-963-2500
SEC file number: 801-67720
Most recent Form ADV filing: 2026-07-01
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 6 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization found a violation of its rules
A self-regulatory organization found the firm caused a business to lose or have its authorization restricted
A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.25 billion
Non-discretionary regulatory assets under management	$198.3 million
Total regulatory assets under management	$2.45 billion
Discretionary accounts	5,078
Non-discretionary accounts	58
Total accounts	5,136
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	39
Employees performing investment advisory functions (including research)	36
Employees who are registered representatives of a broker-dealer	3
Employees registered as investment adviser representatives with a state	36
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	15
Firms or persons who solicit advisory clients on the firm's behalf	1

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$252.3 million
Clients for whom the firm has custody	294
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	3

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Accountant or accounting firmInsurance company or agencyReal estate broker or dealer

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	1,313	$358.2 million
High net worth individuals	391	$1.35 billion
Pooled investment vehicles (other than investment companies and BDCs)	1	$1.5 million
Pension and profit sharing plans (not the participants or government plans)	117	$235.6 million
Charitable organizations	10	$39.4 million
Other investment advisers	1	$5.2 million
Corporations or other businesses not listed above	59	$451.3 million