{
  "crd_number": 143608,
  "slug": "jaffe-tilchin-investment-partners-llc-tampa-fl-143608",
  "primary_business_name": "JAFFE TILCHIN INVESTMENT PARTNERS, LLC",
  "legal_name": "JAFFE TILCHIN INVESTMENT PARTNERS, LLC",
  "dbas": [
    "CRESTHAVEN PRIVATE WEALTH",
    "DASANKOP AND ASSOCIATES",
    "J BEST FINANCIAL GROUP",
    "JAFFE TILCHIN INSTITUTIONAL CONSULTING",
    "JAFFE TILCHIN INVESTMENT PARTNERS",
    "JAFFE TILCHIN WEALTH MANAGEMENT",
    "LEWIS TRONCOSO FINANCIAL MANAGEMENT",
    "LUDWIG ASSOCIATES",
    "NAMA PRIVATE WEALTH",
    "THE TRONCOSO GROUP",
    "TRENT TRONCOSO GROUP",
    "WITKOWSKI-WRIGHT TEAM"
  ],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-04-18",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 2445435755.0,
  "raum_discretionary": 2247135980.0,
  "raum_non_discretionary": 198299775.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 39,
  "advisory_employees": 36,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 39441952.0,
      "count": 10
    },
    "individuals": {
      "raum": 358202352.0,
      "count": 1313
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 235595155.0,
      "count": 117
    },
    "other_investment_advisers": {
      "raum": 5216884.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1354190676.0,
      "count": 391
    },
    "pooled_investment_vehicles": {
      "raum": 1492298.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 451296438.0,
      "count": 59
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "DC",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA"
  ],
  "websites": [
    "https://facebook.com/JAFFETILCHIN",
    "https://jaffetilchin.com",
    "https://jaffetilchininvestments.com",
    "https://linkedin.com/COMPANY/JAFFE-TILCHIN-WEALTH-MANAGEMENT",
    "https://troncosogroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143608",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(3)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/jaffe-tilchin-investment-partners-llc-tampa-fl-143608",
  "display_name": "Jaffe Tilchin Investment Partners, LLC",
  "summary": "Jaffe Tilchin Investment Partners, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Jaffe Tilchin Investment Partners, LLC (CRD 143608): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Jaffe Tilchin Investment Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jaffe Tilchin Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Jaffe Tilchin Investment Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 1, 2026 states: Flat fee: $1,000 to $40,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Jaffe Tilchin Investment Partners, LLC located?",
      "a": "Jaffe Tilchin Investment Partners, LLC's principal office is in Tampa, FL, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Jaffe Tilchin Investment Partners, LLC registered with the SEC or a state?",
      "a": "Jaffe Tilchin Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143608."
    },
    {
      "q": "How much does Jaffe Tilchin Investment Partners, LLC manage?",
      "a": "Jaffe Tilchin Investment Partners, LLC reports $2,445,435,755 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (92% discretionary)."
    },
    {
      "q": "How have Jaffe Tilchin Investment Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Jaffe Tilchin Investment Partners, LLC: Regulatory assets under management: $1,151,320,736 in the October 2021 data and $2,445,435,755 in the October 2026 data, up 112%. Total employees: 30 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Jaffe Tilchin Investment Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,313); high net worth individuals (391); pension and profit sharing plans (but not the plan participants or government pension plans) (117)."
    },
    {
      "q": "Which custodians does Jaffe Tilchin Investment Partners, LLC use?",
      "a": "Jaffe Tilchin Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Jaffe Tilchin Investment Partners, LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation), 11.E(3) (self-regulatory organization's finding of causing a business's authorization to be denied, suspended, revoked, or restricted), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143608"
    },
    {
      "q": "What changed in Jaffe Tilchin Investment Partners, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Added the business name Nama Private Wealth. Registered or notice-filed in AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1151320736.0,
      "total_employees": 30,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1366597149.0,
      "total_employees": 31,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1235384117.0,
      "total_employees": 31,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1466774635.0,
      "total_employees": 30,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1839648700.0,
      "total_employees": 34,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2445435755.0,
      "total_employees": 39,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added the business name Nama Private Wealth.",
        "Registered or notice-filed in AZ."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "No longer lists the business name Nama Private Wealth.",
        "No longer lists the business name J Best Advisory Group.",
        "Added the business name J Best Financial Group.",
        "Added the business name Cresthaven Private Wealth."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 33 to 36.",
        "Regulatory assets under management went from $1,839,648,700 to $2,445,435,755 (+33%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added the business name Witkowski-Wright Team.",
        "Added the business name The Troncoso Group.",
        "Added the business name Nama Private Wealth.",
        "Added the business name Ludwig Associates.",
        "Added the business name Lewis Troncoso Financial Management.",
        "Added the business name Dasankop and Associates.",
        "Employees performing advisory functions went from 34 to 33."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $40,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $40,000 (financial planning services)"
        ],
        "quotes": [
          "Fees for financial planning services are charged on a fixed-fee basis. ... Fixed fees may range from $1,000 to $40,000 per plan."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 40000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Fees for financial planning services are charged on a fixed-fee basis. ... Fixed fees may range from $1,000 to $40,000 per plan."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/jaffe-tilchin-investment-partners-llc-tampa-fl-143608.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1313,
      "fewer_than_5": false,
      "raum": 358202352.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 391,
      "fewer_than_5": false,
      "raum": 1354190676.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1492298.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 117,
      "fewer_than_5": false,
      "raum": 235595155.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 10,
      "fewer_than_5": false,
      "raum": 39441952.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 5216884.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 59,
      "fewer_than_5": false,
      "raum": 451296438.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143608",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}