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JAFFE TILCHIN INVESTMENT PARTNERS, LLC

TAMPA, FL · CRD 143608 · IAPD ↗ · jaffetilchin.com · 813-963-2500

$2.45BRegulatory AUM
36Advisory reps
39Employees
58Clients
0Planning clients
1Private funds
27States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — JAFFE TILCHIN INVESTMENT PARTNERS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — JAFFE TILCHIN INVESTMENT PARTNERS, LLC reported RAUM up 33% ($1.84B -> $2.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — JAFFE TILCHIN INVESTMENT PARTNERS, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — JAFFE TILCHIN INVESTMENT PARTNERS, LLC's Item 11 disclosure-reporting entries rose by 3 (3 -> 6).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — JAFFE TILCHIN INVESTMENT PARTNERS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — JAFFE TILCHIN INVESTMENT PARTNERS, LLC reported RAUM up 25% ($1.47B -> $1.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — JAFFE TILCHIN INVESTMENT PARTNERS, LLC now reports custody of client assets ($128.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
April 2025 — JAFFE TILCHIN INVESTMENT PARTNERS, LLC now reports 1 private fund(s) ($1.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
77
April 2025 — JAFFE TILCHIN INVESTMENT PARTNERS, LLC grew from 27 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — JAFFE TILCHIN INVESTMENT PARTNERS, LLC notice-filed in AL, CO, DC, MD, NJ, NV, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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