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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Jaffe Tilchin Investment Partners LLC
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|---|---|
| CRD # | 143608 |
| SEC # | 801-67720 |
| CIK # | 0001404652 |
| AUM | $1.8 B (2025-03-27) |
| Employees | 34 (100% Investors, 12% Brokers) |
| Phone | 813-963-2500 |
| Address | 15350 N Florida Ave Tampa, FL 33613 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 74.1 | |
| Nvidia Corp | 65.6 | |
| Microsoft Corp | 40.6 | |
| Amazon Com Inc | 33.3 | |
| Tesla Motors Inc | 30.0 | |
| Facebook Inc | 25.1 | |
| Alphabet Inc | 19.1 | |
| J P Morgan Chase & Co | 13.6 | |
| Lilly Eli & Co | 13.5 | |
| SPDR Gold Trust | 9.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,102 | 287.0 |
| (b) Individuals (high net worth individuals) | 318 | 1,422.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 57 | 119.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 10.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,235 | 1,839.6 |
| By Discretionary | ||
| Discretionary | 4,046 | 1,738.6 |
| Non-Discretionary | 189 | 101.1 |
| Total | 4,235 | 1,839.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,839.6 | |
| Total | 4,235 | 1,839.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001404652] |
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