Jaffetilchin Investment Partners is an investment advisor in Tampa with $1.37 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
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
15350 N. FLORIDA AVE
TAMPA
FL 33613
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
813-963-2500
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
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
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