# Jaffa Capital Management LLC

> Jaffa Capital Management LLC is an SEC-registered investment advisory firm in Clifton, NJ, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 325411
- Filed as: JAFFA CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clifton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325411
- AdvisorCensus page: https://advisorcensus.com/firm/jaffa-capital-management-llc-clifton-nj-325411

## Quick answers

**How is Jaffa Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jaffa Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**What does Jaffa Capital Management LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Jaffa Capital Management LLC located?**
Jaffa Capital Management LLC's principal office is in Clifton, NJ, according to its Form ADV.

**Is Jaffa Capital Management LLC registered with the SEC or a state?**
Jaffa Capital Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325411.

**How much does Jaffa Capital Management LLC manage?**
Jaffa Capital Management LLC reports $597,220,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (90% discretionary).

**How have Jaffa Capital Management LLC's assets and staff changed since 2023?**
In the Form ADV data for Jaffa Capital Management LLC: Regulatory assets under management: $110,000,000 in the October 2023 data and $597,220,000 in the October 2026 data, up 443%. Total employees: 3 in October 2023 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jaffa Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: insurance companies (28); corporations or other businesses not listed above (3); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Jaffa Capital Management LLC use?**
Jaffa Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists First Horizon Advisors, Inc. and Truist Bank as custodians holding 10% or more of its separately managed account assets.

**Does Jaffa Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325411

**What changed in Jaffa Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $220,025,000 to $597,220,000 (+171%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it)

> Management fees for SMA Clients typically range between .25%-2%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- First Horizon Advisors, Inc.
- Truist Bank

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $597,220,000
- Discretionary: $537,620,000
- Non-discretionary: $59,600,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $138,620,000 |
| Insurance companies | 28 | $451,600,000 |
| Corporations or other businesses not listed above | 3 | $7,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 14 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jaffamanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $110,000,000 | 3 | August 18, 2023 |
| October 2024 | $155,226,000 | 3 | August 19, 2024 |
| October 2025 | $220,025,000 | 5 | March 28, 2025 |
| October 2026 | $597,220,000 | 14 | March 31, 2026 |

Regulatory assets under management: $110,000,000 in the October 2023 data and $597,220,000 in the October 2026 data, up 443%.
Total employees: 3 in October 2023 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $220,025,000 to $597,220,000 (+171%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jaffa Capital Management LLC (CRD 325411): Form ADV filing data as of October 2026.