Jaffe Tilchin Investment Partners, LLC

Jaffe Tilchin Investment Partners serves both individual (including high-net-worth) and institutional clients, offering continuous portfolio management, financial planning, and institutional consulting for retirement plans and other benefit programs. Like most multi-team firms, it generally charges asset-based advisory fees and provides tailored investment plans and regular portfolio monitoring.

The firm manages discretionary accounts (with non-discretionary options available), constructs model portfolios, and may engage unaffiliated third‑party asset managers as part of client solutions. Its stated research and implementation toolbox includes fundamental, technical, cyclical and economic analysis, plus formal private placement due diligence and coordination with client tax advisors when recommending private investments.

Jaffe Tilchin is notable among peers for acting as investment adviser to a privately placed pooled vehicle (3D Tech) and for charging performance-based fees to certain private fund clients, as well as for handling related private-fund operational functions such as capital calls and integrated reporting. The brochure also discloses its placement within a family of wealth-management firms and its use of third‑party manager and solicitor/referral arrangements, which the firm describes and addresses as potential conflicts of interest.