Updated:
Jaffe Tilchin Investment Partners
Jaffe Tilchin Investment Partners is an SEC-registered investment adviser in Tampa, FL, registered since 2007. The firm manages $2.4 billion in assets, with...
Jaffe Tilchin Investment Partners
Jaffe Tilchin Investment Partners is an SEC-registered investment adviser in Tampa, FL, registered since 2007. The firm manages $2.4 billion in assets, with $2.2 billion on a discretionary basis. It has 39 employees and 36 investment advisers.
General information
Firm type
Private Equity
Year founded
2007
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Tampa, FL, United States
Frequently asked questions
Does Jaffe Tilchin make direct private equity or venture capital investments?
There is no public evidence of dedicated private equity funds, venture capital allocations, or direct co-investment programs managed by Jaffe Tilchin. The firm's advisory profile is weighted toward liquid, marketable securities and insurance-general-account-compatible instruments, not closed-end illiquid structures.
Who are the key decision-makers at the firm?
The firm's founding principals are not publicly profiled on the company website or in major financial publications. Regulatory filings list control persons as required by the SEC, but those names are not actively promoted for brand recognition. This intentional privacy is common among boutique advisory practices that grow through professional referrals rather than personality-led marketing.
How does the firm source its clients?
Industry context points to an insurance-channel emphasis, where client relationships originate through insurance broker-dealers, independent agents, and professional-service networks. This pathway differs from the institutional RFP process or mass-affluent digital platforms and tends to produce sticky, long-duration advisory mandates concentrated in the Southeastern US.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: