# Jaffe Tilchin Investment Partners

Jaffe Tilchin Investment Partners is a Private Equity based in Tampa, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Tampa, FL, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** www.jaffetilchin.com
- **LinkedIn:** https://www.linkedin.com/company/jaffe-tilchin-wealth-management

## Regulatory record

- **CRD number:** 143608
- **SEC file number:** 801-67720
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-12T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143608

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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