The Jaffee Financial Group

The firm originates private credit directly, bypassing intermediaries and broker-led auctions. Loans are structured as senior-secured facilities against hard assets or cash-flowing middle-market operating companies. Origination flows through a long-established network of legal, accounting, and commercial-banking relationships in the New York metro area. The firm's capacity-constrained model means it can operate below the radar of larger credit platforms competing for the same middle-market paper.

The group expands its client base only through referral from existing families, and only after evaluating alignment in asset-base scale and investment time horizon. It does not maintain a business-development team, publish a pitchbook, or participate in family-office conferences. This referral-only constraint is structural — the firm intentionally limits growth to preserve its sourcing advantages in private markets.

The firm operates as a regulated investment advisory entity subject to SEC registration and reporting requirements appropriate to its structure. Because the group does not publicly disclose its AUM or Form ADV details through press channels, specific regulatory filings are the best source for current registration status and reported assets under management.

The group avoids venture capital, early-stage growth equity, distressed-for-control situations, and speculative commodities strategies. Its mandate stays within senior-secured private credit, income-producing real estate, and low-net-exposure hedge fund allocations. The avoidance of illiquid, binary-outcome venture exposure is a defining feature of the capital-preservation posture.

The Jaffee Financial Group brings estate planning coordination and tax-aware portfolio management under a single office, handling consolidated reporting across multiple generations and trust structures for each client family. The firm coordinates with external law firms and tax advisors rather than providing legal services in-house, maintaining a conflict-free advisory posture.