Jaffe Tilchin Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, selecting other managers, and educational seminars. The firm advises 1 private fund.
Jaffe Tilchin Investment Partners reports 1,892 clients. They include 1,313 individual clients, 391 high-net-worth individuals, and 117 pension and profit-sharing plans. Of its assets, 91.9% ($2.25B across 5,078 accounts) are managed with discretion; $198M across 58 accounts are not. A wrap fee program the firm both sponsors and manages holds $422M. It advised 58 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 15% |
| High-net-worth individuals | 21% | 55% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | 6% | 10% |
| Charitable organizations | <1% | 2% |
| Other client typesOther investment advisers; Corporations and other businesses | 3% | 19% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,313 | $358M | 14.6% | $273K |
| High-net-worth individuals | 391 | $1.35B | 55.4% | $3.46M |
| Pooled investment vehicles | 1 | $1.49M | 0.1% | $1.49M |
| Pension and profit-sharing plans | 117 | $236M | 9.6% | $2.01M |
| Charitable organizations | 10 | $39.4M | 1.6% | $3.94M |
| Other investment advisers | Fewer than 5 | $5.22M | 0.2% | $5.22M |
| Corporations and other businesses | 59 | $451M | 18.5% | $7.65M |
| Total | 1,892 | $2.45B | 100% | — |
- Clients
- 1,313
- Regulatory AUM
- $358M
- AUM share
- 14.6%
- Avg. per client
- $273K
- Clients
- 391
- Regulatory AUM
- $1.35B
- AUM share
- 55.4%
- Avg. per client
- $3.46M
- Clients
- 1
- Regulatory AUM
- $1.49M
- AUM share
- 0.1%
- Avg. per client
- $1.49M
- Clients
- 117
- Regulatory AUM
- $236M
- AUM share
- 9.6%
- Avg. per client
- $2.01M
- Clients
- 10
- Regulatory AUM
- $39.4M
- AUM share
- 1.6%
- Avg. per client
- $3.94M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.22M
- AUM share
- 0.2%
- Avg. per client
- $5.22M
- Clients
- 59
- Regulatory AUM
- $451M
- AUM share
- 18.5%
- Avg. per client
- $7.65M
Total
- Clients
- 1,892
- Regulatory AUM
- $2.45B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 58
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Jaffe Tilchin Investment Partners charges up to 2.00% a year for its Jaffe Tilchin Asset Management Fees for Retail Clients. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a fixed fee negotiated per plan, generally from $1,000 to $40,000, with an estimate given before work begins.
Jaffe Tilchin Wealth Management, Inc. owns 75% or more of Jaffe Tilchin Investment Partners and is in turn owned by Giancarlo Troncoso (25–50%), Louis Tilchin (25–50%) and Scott Jaffe (25–50%). Giancarlo Troncoso is CEO; the leadership team includes President Louis Tilchin, Chief Operating Officer Marc Ardizzone and Chief Compliance Officer Michael Jones. It has 39 employees, 36 of them in advisory roles.
Leadership
- Giancarlo TroncosoChief Executive Officer
- Louis TilchinPresident
- Marc ArdizzoneChief Operating Officer / Partner / Investment Adviser Representative/ Chief Technology Officer
- Michael JonesChief Compliance Officer
Investment adviser representatives
37 representatives listed in the SEC register as of 9 October 2026.
- Marc Ardizzone
- Jonathan Earl Best
- Robert David Bray
- Richard A Critelli
- Fazal Mohammed Dasankop
- Michael Todd Degenova
- Rodger Arthur Elgar
- Rance Ellis
- Peter Anthony Emmanuel
- Syed Mohammed Ali Farooq
- Richard Happle
- Scott Alan Jaffe
- Michael Scott Jones
- Michelle Marie Ludwig
- John Lydick
- Anna Massey
- Robert Vernon May
- Ryan Nickel
- David Glen Pearlman
- Emad Syed Pervez
- Jackson C Peters
- Donald Michael Rhomberg
- Allison Ann Roper
- Deborah Ann Rosenthal MS.
- Matthew Rush
- Bruce Frederick Shindelman
- John Franklin Thomas
- Amanda Sara Tilchin
- Louis Meyers Tilchin
- Michael Thomas Tilchin
- Rene Millet Tilchin
- Cristian Troncoso
- Giancarlo Troncoso
- Darren Robert Turner
- Garrett Walker
- Brett David Witkowski
- Kyle Brandon Wright
Staff
- 39 employees
- 36 in advisory functions
- 36 state-registered reps
- 3 broker-dealer reps
- 15 insurance agents
- 1 soliciting firm
- Owns 75% or more of Jaffe Tilchin Investment Partners, LLC
Jaffe Tilchin Wealth Management, Inc.
Control person · since April 2009
- Owns 25% to 50% of Jaffe Tilchin Wealth Management, Inc.
Giancarlo Troncoso
Control person · since June 2025
- Owns 25% to 50% of Jaffe Tilchin Wealth Management, Inc.
Louis Tilchin
Control person · since June 2025
- Owns 25% to 50% of Jaffe Tilchin Wealth Management, Inc.
Scott Jaffe
Control person · since June 2025
- Owns 75% or more of Jaffe Tilchin Investment Partners, LLC
Jaffe Tilchin Wealth
Control person · since April 2009
Jaffe Tilchin Investment Partners’ regulatory assets grew 2.1× from $1.15B (March 2021) to $2.45B (July 2026); clients rose from 1,079 to 1,892 and employees from 30 to 39. In 2025, Trent Capital Management ($175M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $2.45B | 1,892 | 39 | 3 |
| March 2025 | $1.84B | 1,478 | 34 | 3 |
| March 2024 | $1.47B | 1,437 | 30 | 1 |
| March 2023 | $1.24B | 1,352 | 31 | 1 |
| March 2022 | $1.37B | 1,231 | 31 | 1 |
| March 2021 | $1.15B | 1,079 | 30 | 1 |
Firms that joined
20251 joined
- Trent Capital ManagementLast filed AUM $175M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Jaffe Tilchin Investment Partners has 2 offices, with 3 listed addresses in Florida, North Carolina and Texas.
Florida · 1 listed address
- 15350 N. Florida Ave., TampaHQ
North Carolina · 1 listed address
- 3150 N Elm St, Greensboro
Texas · 1 listed address
- 401 S Main St, Henderson
Other business names
Jaffe Tilchin Investment Partners has reported 12 other business names to the SEC.
- 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
Contact and registration details
- Legal name
- Jaffe Tilchin Investment Partners, LLC
- Headquarters
- 15350 N. Florida Ave., Tampa, FL 33613
- Website
- jaffetilchin.com
- Phone
- 813-963-2500
- @jaffe-tilchin-wealth-management
- SEC file
- 801-67720
- Structure
- Florida LLC
- Fiscal year end
- December
Jaffe Tilchin Investment Partners uses Fidelity ($1.88B, 84%), Raymond James ($191M, 9%) and Charles Schwab ($175M, 8%) as custodians for its separately managed accounts. Jaffe Tilchin Investment Partners has custody of $252M in client assets for 294 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $191M9%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $175M8%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.88B84%
At year end, Jaffe Tilchin Investment Partners’ separately managed accounts were mostly in funds (55%) and stocks (32%).
What the accounts hold
- Stocks32%
- Funds55%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash7%
- Other2%
- Structured notes2%
How many clients does Jaffe Tilchin Investment Partners have?
Jaffe Tilchin Investment Partners has 1,892 clients and manages $2.45 billion for them, as of July 2026. They include 1,313 individual clients, 391 high-net-worth individuals, and 117 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026
What services does Jaffe Tilchin Investment Partners offer?
Jaffe Tilchin Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Jaffe Tilchin Investment Partners charge?
Jaffe Tilchin Investment Partners charges up to 2.00% a year for its Jaffe Tilchin Asset Management Fees for Retail Clients.
Source: JAFFE TILCHIN ADV 2A DISCLOSURE BROCHURE, filed 1 July 2026
Which custodians does Jaffe Tilchin Investment Partners use?
Jaffe Tilchin Investment Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.88B, Raymond James & Associates, Inc. (St. Petersburg, FL), with $191M and Charles Schwab & Co., Inc. (Westlake, TX), with $175M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026
How many financial advisors does Jaffe Tilchin Investment Partners have?
Jaffe Tilchin Investment Partners has 36 investment adviser representatives registered with state securities authorities, out of 39 employees, and 36 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 15 employees are 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 Jaffe Tilchin Investment Partners invest in?
At the end of its last fiscal year, Jaffe Tilchin Investment Partners’ separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 7% cash and equivalents, 2% U.S. government and agency bonds, 2% other, 1% state and local bonds and 1% investment grade corporate bonds. The 2% other category is described as: Structured Notes. 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 Jaffe Tilchin Investment Partners?
Jaffe Tilchin Investment Partners is owned through a holding company by Giancarlo Troncoso, Louis Tilchin and Scott Jaffe. Its direct owners are Jaffe Tilchin Wealth Management, Inc. (75% or more) and Jaffe Tilchin Wealth (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026
How does Jaffe Tilchin Investment Partners get paid?
Jaffe Tilchin Investment Partners is paid through a percentage of assets under management, fixed fees 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
Is Jaffe Tilchin Investment Partners registered with the SEC?
Yes, Jaffe Tilchin Investment Partners has been registered with the SEC as an investment adviser since 18 April 2007. Its CRD number is 143608 and its SEC file number is 801-67720.
Source: Form ADV Part 1A, Item 1, filed 1 July 2026; IAPD firm record
How do I contact Jaffe Tilchin Investment Partners?
Jaffe Tilchin Investment Partners’ main office is at 15350 N. Florida Ave., Tampa, FL 33613. Its phone number is 813-963-2500. Its website is jaffetilchin.com.