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JAFFE ASSET MANAGEMENT LLC

BEVERLY HILLS, CA · CRD 108082 · IAPD ↗ · 310-858-0700

$116.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — JAFFE ASSET MANAGEMENT LLC (BEVERLY HILLS, CA) is newly SEC-registered with $116.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.