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Jaffetilchin Investment Partners

Jaffetilchin Investment Partners is an investment advisor in Tampa with $1.15B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
331156397
SEC advisor number
801-67720
FINRA CRD number
143608
AUM ?
$1.15B (as of 31 Mar 21)
Accounts
2,785 (as of 31 Mar 21)
Employees
30 (26 investment advisory or research)
Address
Jaffetilchin Investment Partners
15350 N. FLORIDA AVE
TAMPA
FL 33613
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
813-963-2500
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%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 363 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$66.1M 671.85K 1.32M -49.3
$47.2M 212.56K 422.23K -49.7
$44.89M 317.23K 313K +1.3
$40.39M 112.84K 211.82K -46.7
$39.27M 377.48K 754.69K -50.0
$37.89M 188.58K 377.01K -50.0
$28.28M 221.51K 352.12K -37.1
$27.35M 704.58K 1.43M -50.6
$25.77M 248.16K 379.88K -34.7
Renaissance Cap Greenwich FD
$17.52M 272.35K 126.48K +115.3
$16.93M 21.83K 35.57K -38.6
$16.85M 314.66K 283.39K +11.0
$15.57M 141.48K 127.33K +11.1
First TR S&P Reit Index FD
$14.27M 504.68K 472.86K +6.7
$14.2M 164.86K 237.49K -30.6
$13.42M 649.86K 591.66K +9.8
$13.28M 401.82K 1.01M -60.3
$12.72M 45.11K 77.6K -41.9
$11.98M 250.27K 225.32K +11.1
$11.76M 34.65K 33.8K +2.5
$10.78M 3.28K 3.18K +3.3
$10.57M 446.59K 478.86K -6.7
$9.84M 40.7K 81.71K -50.2
$8.98M 184.28K 176.6K +4.4
$8.79M 83.41K 79.61K +4.8
$7.78M 82.79K 165.59K -50.0
$7.76M 29.49K 39.94K -26.2
$7.63M 36.85K 19.56K +88.4
$7.62M 69.74K 94.27K -26.0
$7.24M 16.81K 37.6K -55.3
$6.8M 19.7K 20.75K -5.1
$6.39M 39.5K 61.37K -35.6
$5.86M 74.58K 89.46K -16.6
$5.46M 2.04K 2K +2.3
$5.22M 32.35K 45.56K -29.0
$5.08M 123.89K 210.68K -41.2
$4.99M 117.44K 105.14K +11.7
$4.91M 35.11K 44.76K -21.6
$4.91M 103.35K 97.37K +6.1
First TR Exch Traded FD III
$4.52M 219.96K 223.09K -1.4
$4.14M 25.31K 46.8K -45.9
$4.14M 87.52K 124.66K -29.8
$4.11M 3.03K 4.99K -39.3
First TR Exchange Traded FD
$4.1M 33.19K 30.02K +10.6
$3.91M 30.81K 57.22K -46.1
$3.88M 51.9K 49.29K +5.3
$3.82M 75.35K NEW
$3.75M 11.42K 17.86K -36.1
$3.71M 61.91K 8.5K +628.4
$3.57M 16K 27.11K -41.0
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings