Jaffe Tilchin Investment Partners, LLC (Tampa)

Name: Jaffe Tilchin Investment Partners, LLC
Address: 15350 N. Florida Ave., Tampa, FL, 33613
Telephone: 813-963-2500

Jaffe Tilchin Investment Partners, LLC is a large advisory firm based in Tampa. It manages $680.4 million of regulatory assets for 2,010 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Alabama, California, Florida, and 14 other states.

Jaffe Tilchin Investment Partners provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jaffe Tilchin Investment Partners: assets under management

The assets under management (AUM) of Jaffe Tilchin Investment Partners, LLC is $680.4 million. $182 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $653.41 million in discretionary accounts and $27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $334.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $499.95 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 71% of the total AUM. The second-largest asset type is exchange traded securities, which make up 17% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jaffe Tilchin Investment Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jaffe Tilchin Investment Partners serves?

The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jaffe Tilchin Investment Partners is high net worth individuals with 113 clients and $518.84 million of assets under management. Among the 6 most similar advisory firms, Jaffe Tilchin Investment Partners has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $680.4 million for 732 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jaffe Tilchin Investment Partners doesn't advise any private funds.

Careers at Jaffe Tilchin Investment Partners, LLC

The company employs 25 people that are either part- or full-time employees. 72 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Louis Meyers Tilchin	Managing partner	1 Dec 2008	25% - 50%	1495823
Scott Alan Jaffe	Managing partner	1 Dec 2008	25% - 50%	1536635
Michael Scott Jones	Chief compliance officer	1 Dec 2008	Other	1364944
Brett David Witkowski	Portfolio manager	1 Oct 2016	Other	5270178

Based in Tampa

The principal office where Jaffe Tilchin Investment Partners, LLC performs its advisory services is located at 15350 N. Florida Ave., Tampa, FL 33613, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-963-2500 or by fax 866-804-2637. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at jaffetilchin.com.