SourcingSourcing

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

C20
CRD 143608·SEC 801-67720·TAMPA, FL
AUM
$2.45B
$1B+
Est. Revenue
$24.5M
@ 1% on AUM
Est. EBITDA
$7.3M
@ 30% margin
Est. Deal Value
$58.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
CRD
143608
SEC file #
801-67720
EIN
—
DBA names
—

Economics

AUM
$2.45B
AUM band
$1B+
AUM trajectory
'20'26
$680.4M → $2.45B▲ +259%
Client mix
Individuals Other1,313
Individuals High Net Worth391
Pension Profit Sharing Plans117
Corporations59
Charitable Organizations10

Operations

Employees (total)
39
Advisory staff (per ADV)
36
Advisory staff (5-yr trend)
'20'26
18 advisors → 36 advisors▲ +100%
Primary office
TAMPA FL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jamesmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
jaffetilchin.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JAFFE TILCHIN WEALTH
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
JAFFE TILCHIN WEALTH
ARDIZZONE, MARC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JAFFETILCHIN.COM
Rdap Domain Creation Date
2007-03-21T20:46:42Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
26,866
Form 5500 Compensation Trajectory 3y
202526,866
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
26,866
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
35
Bc Firm IAR Count
35
Custodian Candidates
Window
Raymond James1
Full
Raymond James9
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-21T20:46:42Z
Rdap Domain Last Changed
2025-05-26T17:02:35Z
Rdap Nameservers
Ns-1227.awsdns-25.orgNs-1749.awsdns-26.co.ukNs-390.awsdns-48.comNs-687.awsdns-21.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (35)

35
ARDIZZONE, MARC
IAR · Executive Officer · 2.5%
5497421
TRONCOSO, GIANCARLO
IAR · Executive Officer · 2.5%
6088101
JONES, MICHAEL, SCOTT
IAR · Executive Officer · 2.5%
1364944
TILCHIN, LOUIS, MEYERS
IAR · Executive Officer · 2.5%
1495823
RENE MILLET TILCHIN
IAR
2295799
Cristian Troncoso
IAR
7976630
Michael Thomas Tilchin
IAR
7331175
DEBORAH ANN ROSENTHAL
IAR
5591026
Amanda Sara Tilchin
IAR
7380640
RODGER ARTHUR ELGAR
IAR
1829791
BRETT DAVID WITKOWSKI
IAR
5270178
Grace Marie Pellegrino
IAR
7856369
Garrett Walker
IAR
6977769
Jackson Peters
IAR
8159585
RICHARD HAPPLE
IAR
1095540
Ryan Nickel
IAR
8208948
PETER ANTHONY EMMANUEL
IAR
2046654
ANNA MASSEY
IAR
7844518
John Franklin Thomas
IAR
4735435
JONATHAN EARL BEST
IAR
2225091
ROBERT VERNON MAY
IAR
1765377
MICHELLE MARIE LUDWIG
IAR
1189923
Matthew R Rush
IAR
6810198
MICHAEL TODD DEGENOVA
IAR
4317221
DONALD MICHAEL RHOMBERG
IAR
2895560
SCOTT ALAN JAFFE
IAR
1536635
ROBERT DAVID BRAY
IAR
1296539
FAZAL MOHAMMED DASANKOP
IAR
1549287
ALLISON ANN ROPER
IAR
5577343
KYLE BRANDON WRIGHT
IAR
6197678
RICHARD A CRITELLI
IAR
5567453
Bruce Frederick Shindelman
IAR
1223306
DARREN ROBERT TURNER
IAR
3003656
David Glen Pearlman
IAR
4077379
John Lydick
IAR
4580487