The JAFFE TILCHIN INVESTMENT PARTNERS, LLC is a privately held investment adviser that advises $2.45Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. JAFFE TILCHIN INVESTMENT PARTNERS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 112.42% over the last 5-years.
The Group has been registered with the SEC for 19.3 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 15350 N. FLORIDA AVE., TAMPA, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 39 employees comprised of 36 investment and 3 non-investment staff. The total number of Employees increased by 30% over the last 5-years.
Their $2.45Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 187 other accounts. Assets of High Net Worth Individuals clients own $1.35Bn or 55.37% of Total Assets and Corporations or Other Businesses own $451.3mn or 18.45% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $1.67mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
JAFFE TILCHIN INVESTMENT PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.