Jaffa Capital Management provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 1 private fund.
Jaffa Capital Management reports 32 clients. They include 28 insurance companies, 3 corporations and other businesses, and 1 pooled investment vehicle. Of its assets, 90.0% ($538M across 31 accounts) are managed with discretion; $59.6M across 1 account is not. Of its clients, 3% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 3% | 23% |
| Insurance companies | 88% | 76% |
| Corporations and other businesses | 9% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $139M | 23.2% | $139M |
| Insurance companies | 28 | $452M | 75.6% | $16.1M |
| Corporations and other businesses | Fewer than 5 | $7M | 1.2% | $2.33M |
| Total | 32 | $597M | 100% | — |
- Clients
- 1
- Regulatory AUM
- $139M
- AUM share
- 23.2%
- Avg. per client
- $139M
- Clients
- 28
- Regulatory AUM
- $452M
- AUM share
- 75.6%
- Avg. per client
- $16.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $7M
- AUM share
- 1.2%
- Avg. per client
- $2.33M
Total
- Clients
- 32
- Regulatory AUM
- $597M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Jaffa Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Jaffa Global Holdings LLC owns 75% or more of Jaffa Capital Management. The leadership team of Jaffa Capital Management includes Chief Financial Officer Jack Brown. It has 14 employees, 4 of them in advisory roles.
Leadership
- Jack BrownChief Compliance Officer, Chief Financial Officer
- Mark ZarkhinPrincipal
Staff
- 14 employees
- 4 in advisory functions
- Owns 75% or more of Jaffa Capital Management LLC
Jaffa Global Holdings LLC
Control person · since January 2023
- Owns 50% to 75% of Jaffa Capital Management LLC
Mark Zarkhin
Control person · since January 2023
- Owns 50% to 75% of Jaffa Capital Management LLC
Bina Zarkhin
Control person · since January 2023
Jaffa Capital Management’s regulatory assets grew Infinity× from $0 (April 2023) to $597M (March 2026); employees rose from 2 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $597M | 32 | 14 | 1 |
| March 2025 | $220M | 21 | 5 | 1 |
| March 2024 | $155M | 8 | 3 | 1 |
| April 2023 | $0 | 0 | 2 | 1 |
Besides its headquarters, Jaffa Capital Management has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 4 Brighton Road, Ste 200b, CliftonHQ
Contact and registration details
- Legal name
- Jaffa Capital Management LLC
- Headquarters
- 4 Brighton Road, Ste 200b, Clifton, NJ 07012
- Website
- Not reported
- Phone
- 216-245-1231
- SEC file
- 801-127647
- Structure
- Delaware LLC
- Fiscal year end
- December
Jaffa Capital Management uses Truist Bank ($449M, 75%) and First Horizon Advisors ($148M, 25%) as custodians for its separately managed accounts. Jaffa Capital Management has custody of $538M in client assets for 31 clients.
- First Horizon AdvisorsFirst Horizon Advisors, Inc. · Memphis, TN · $148M25%
- Truist BankTruist Bank · Charlotte, NC · $449M75%
At year end, Jaffa Capital Management’s separately managed accounts were mostly in bonds (86%) and cash (11%).
What the accounts hold
- Stocks1%
- Bonds86%
- Cash11%
- Other2%
- Derivatives2%
How many clients does Jaffa Capital Management have?
Jaffa Capital Management has 32 clients and manages $597 million for them, as of March 2026. They include 28 insurance companies, 3 corporations and other businesses, and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Jaffa Capital Management offer?
Jaffa Capital Management provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Jaffa Capital Management use?
Jaffa Capital Management’s separately managed account assets are held at Truist Bank (Charlotte, NC), with $449M and First Horizon Advisors, Inc. (Memphis, TN), with $148M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Jaffa Capital Management have?
Jaffa Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 14 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jaffa Capital Management invest in?
At the end of its last fiscal year, Jaffa Capital Management’s separately managed accounts held 86% investment grade corporate bonds, 11% cash and equivalents, 2% derivatives and 1% non-exchange-traded equities. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jaffa Capital Management?
Jaffa Capital Management’s direct owners are Jaffa Global Holdings LLC (75% or more), Mark Zarkhin (50% to 75%) and Bina Zarkhin (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Jaffa Capital Management get paid?
Jaffa Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Jaffa Capital Management?
Jaffa Capital Management’s main office is at 4 Brighton Road, Ste 200b, Clifton, NJ 07012. Its phone number is 216-245-1231.