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JAFFA CAPITAL MANAGEMENT LLC

CLIFTON, NJ · CRD 325411 · IAPD ↗ · jaffamanagement.com · 216-245-1231

$597.2MRegulatory AUM
4Advisory reps
14Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — JAFFA CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($220.0M -> $597.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
April 2025 — JAFFA CAPITAL MANAGEMENT LLC reported RAUM up 42% ($155.2M -> $220.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — JAFFA CAPITAL MANAGEMENT LLC now reports custody of client assets ($261.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
48
April 2024 — JAFFA CAPITAL MANAGEMENT LLC reported RAUM up 41% ($110.0M -> $155.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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