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JAFFE ASSET MANAGEMENT LLC

CRD 108082 · SEC 801-136067

9454 WILSHIRE BLVD, STE M-1, BEVERLY HILLS, CA, 90212, United States

Phone

310-858-0700

Fax

310-858-0702

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$116.2M

Discretionary AUM

$116.2M

Team

2 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals19$5.9M
High net worth individuals39$93.8M

States served

CA, NH

Official SEC filing: View on IAPD