JAFFE TILCHIN INVESTMENT PARTNERS, LLC

JAFFE TILCHIN INVESTMENT PARTNERS, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 143608). Regulatory assets under management: $2.4B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.

Officers, owners & control persons (19)

NameRoleLocation
Giancarlo TroncosoCHIEF EXECUTIVE OFFICER—
Louis Meyers TilchinMANAGING PARTNER; PRESIDENT—
Michael Scott JonesCHIEF COMPLIANCE OFFICER—
Marc D ArdizzoneCHIEF OPERATING OFFICER / PARTNER / INVESTMENT ADVISER REPRESENTATIVE—
Scott Alan JaffeMANAGING PARTNER; OWNER—
Kyle Brandon WrightPARTNER / INVESTMENT ADVISER REPRESENTATIVE—
WOOD ROBERT JULIANMANAGING MEMBER/MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/MEMBER/PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER—
JONES MICHAEL SCOTTCHIEF COMPLIANCE OFFICER—
TILCHIN LOUIS MEYERSMANAGING PARTNER—
JAFFE SCOTT ALANMANAGING PARTNER—
AYALA GABRIEL TADEOCHIEF COMPLIANCE OFFICER, COO—
WITKOWSKI BRETT DAVIDPORTFOLIO MANAGER—
Pearlman David GlenPARTNER / INVESTMENT ADVISER REPRESENTATIVE—
TRONCOSO GIANCARLOPARTNER / INVESTMENT ADVISER REPRESENTATIVE—
WRIGHT KYLE BRANDONPARTNER / INVESTMENT ADVISER REPRESENTATIVE—
DEGENOVA MICHAEL TODDPARTNER / INVESTMENT ADVISER REPRESENTATIVE—
ARDIZZONE MARC DPARTNER / INVESTMENT ADVISER REPRESENTATIVE / DIRECTOR OF OPERATIONS—
MANDIA VICTOR JOSEPHPARTNER—
Marc ArdizzoneCHIEF OPERATING OFFICER / PARTNER / INVESTMENT ADVISER REPRESENTATIVE/ CHIEF TECHNOLOGY OFFICER—

Disclosures (14)

InitiatedTypeAllegationsStatusAmount
2014-09-02regulatoryVIOLATION OF FINRA RULE 2010; FAILURE TO EXECUTE A CUSTOMER TRADE ORDER. MY CLIENT IN ANCHORAGE, AK WAS A C LEVEL EXECUTIVE WITH A CONCENTRATED POSITION IN A SINGLE STOCK. WE DISCUSSED SELLING THE STOCK WHEN THE TIME APPEARED APPROPRIATE AND ONE EVENING AT 10PM (6PM THE CLIENTS TIME) I RECEIVED HIS…Final$5K
—regulatory———

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
3D TECH PLUS, LLCPrivate Equity FundNorth Carolina31$1.7M$50K

Branch offices (2)

CityStateEmployeesPhone
GREENSBORONC4336-282-9302
HENDERSONTX3903-657-8594

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