SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Jaffe Tilchin Investment Partners, LLC
Tampa, FL
CRD 143608
Firm filing updated July 1, 2026 ·
- $2.4BAssets
- 36Advisory staff
- 5,136Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals1,313
- High net worth individuals391
- Pension and profit sharing plans117
- Corporations or other businesses59
- Charities10
- and 1 more1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,313 | $358.2 million |
| High net worth individuals | 391 | $1.4 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 117 | $235.6 million |
| Charitable organizations | 10 | $39.4 million |
| Other investment advisors | Fewer than 5 clients | $5.2 million |
| Corporations or other businesses not listed above | 59 | $451.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$2.4 billion
- Accounts5,136
- Discretionary$2.2 billion · 5,078 accounts
- Non-discretionary$198.3 million · 58 accounts
People
- Employees39
- Advisory staff36
- Broker-dealer reps3
- Licensed insurance agents15
- Planning clients0
Advisors
12 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 143608, SEC file 801-67720.
- Registered with the SEC as an investment advisor (status date on record: April 18, 2007).
Is Jaffe Tilchin Investment Partners, LLC a fiduciary?
Short answer: Jaffe Tilchin Investment Partners, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 3 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
15 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.