# The Jaffee Financial Group

The Jaffee Financial Group is a Multi Family Office based in Cooper City, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cooper City, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** jaffeefinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/michael-jaffee-2b8b806

## Regulatory record

- **CRD number:** 142163
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-18T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142163

## About

The Jaffee Financial Group, Inc. is a state-registered investment adviser in Cooper City, FL. It manages approximately $15 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## Questions

### How does The Jaffee Financial Group source its private credit deals?

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.

### Does the firm accept new client families?

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.

### Is The Jaffee Financial Group a registered investment advisor?

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.

### What investment stages or asset classes does the firm explicitly avoid?

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.

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- [Turner Financial Services](https://altss.com/profile/turner-financial-services-inc)
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Last updated: 2026-07-06T01:24:26.934Z

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