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| Jaffe Tilchin Investment Partners LLC
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| CRD # | 143608 |
| SEC # | 801-67720 |
| CIK # | 0001404652 |
| AUM | 2,445.4 M (2026-05-12) |
| Employees | 39 (92% Investors, 8% Brokers) |
| Phone | 813-963-2500 |
| Address | 15350 N Florida Ave Tampa, FL 33613 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 83.9 | |
| Nvidia Corp | 63.9 | |
| Tesla Motors Inc | 32.8 | |
| Alphabet Inc | 30.4 | |
| Microsoft Corp | 30.4 | |
| Amazon Com Inc | 30.2 | |
| Facebook Inc | 19.3 | |
| Lilly Eli & Co | 16.1 | |
| J P Morgan Chase & Co | 14.6 | |
| Lockheed Martin Corp | 12.8 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | 3D Tech Plus LLC | [2014-03-25] | 2.8 M | 1.7 M |
| Filed 2013-07-17 (D) · Exemption 506, 4(6) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,313 | 0.4 |
| (b) Individuals (high net worth individuals) | 391 | 1.4 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 117 | 0.2 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (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 | 59 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 5,136 | 2.4 |
| By Discretionary | ||
| Discretionary | 5,078 | 2.2 |
| Non-Discretionary | 58 | 0.2 |
| Total | 5,136 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 5,136 | 2.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert May | Executive Officer | 25 | 3 | |
| David Labiak | Executive Officer | 2 | 2 | |
| William Thacker | Executive Officer | 2 | 2 | |
| I Folds | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001404652] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 58 |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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