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Jaffetilchin Investment Partners

Company Profile
Jaffetilchin Investment Partners is an investment advisor in Tampa with $1.37 bn assets under management.

Company profile

Website
www.jaffetilchin.com
Employees
Incorporated
Florida
Location
Florida
Fiscal year end
Dec 31
SEC CIK
0001404652
IRS number
331156397
SEC advisor number
801-67720
FINRA CRD number
143608
AUM ?
$1.37 bn (as of 31 Mar 22)
Accounts
3,217 (as of 31 Mar 22)
Employees
31 (28 investment advisory or research)
Address
Jaffetilchin Investment Partners
15350 N. FLORIDA AVE
TAMPA
FL 33613
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
813-963-2500
Brochures
  • Jaffe Tilchin Wrap Fee Program Brochure (31 Mar 22)
  • Jaffe Tilchin Institutional Consulting Disclosure Brochure (31 Mar 22)
  • Jaffe Tilchin Retail Disclosure Brochure (31 Mar 22)

Ownership

Owner Title From %Ownership
Tilchin, Louis, Meyers Managing Partner 12/2008 25-50%
Jaffe, Scott, Alan Managing Partner 12/2008 25-50%
Jones, Michael, Scott Chief Compliance Officer 12/2008 < 5%
Witkowski, Brett, David Portfolio Manager 10/2016 5-10%
Pearlman, David, Glen Partner / Investment Adviser Representative 05/2019 < 5%
Troncoso, Giancarlo Partner / Investment Adviser Representative 05/2016 5-10%
Wright, Kyle, Brandon Partner / Investment Adviser Representative 05/2016 < 5%
Degenova, Michael, Todd Partner / Investment Adviser Representative 05/2010 < 5%
Ardizzone, Marc, D Partner / Investment Adviser Representative / Director of Operations 02/2008 < 5%
Mandia, Victor, Joseph Partner 03/2013 < 5%
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
17 Feb 22
13F-HR
Quarterly holdings report by institutional manager
25 Oct 21
13F-HR
Quarterly holdings report by institutional manager
9 Aug 21
13F-HR
Quarterly holdings report by institutional manager
10 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
9 Nov 20
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 Aug 20
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