AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocalInternational

Jaffa Capital Management LLC

Jaffa Capital Management LLC is a fee-only, SEC-registered investment adviser in Clifton, New Jersey, registered with the SEC since 2023, managing approximately $597M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

View official SEC record ↗Firm website ↗Try our matching tool →

Source: SEC Form ADV · CRD #325411 · SEC #801-127647 · SEC-registered since 2023 (3 yrs) · Last filing data January 1, 2026

AUM
$597M

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
14

4 advisers

Assets per adviser

$149Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is around the typical range.

From jaffamanagement.com

Visit site ↗
Screenshot of the Jaffa Capital Management LLC website

Overview

AI-generated summary

Jaffa Capital Management LLC is a fee-only, SEC-registered investment adviser based in Clifton, New Jersey. It reported approximately $597M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
325411
SEC #
801-127647
Headquarters
Clifton, NJ
Employees
14

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$597M
Assets under management by year
YearReported AUM
2026$597M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Jaffa Capital Management LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Jaffa Capital Management LLC a fiduciary?+

Yes. Jaffa Capital Management LLC is an SEC-registered investment adviser (CRD #325411), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Jaffa Capital Management LLC compensated?+

Jaffa Capital Management LLC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Jaffa Capital Management LLC manage?+

Jaffa Capital Management LLC reported approximately $597M in regulatory assets under management as of its most recent Form ADV filing.

Does Jaffa Capital Management LLC have any disclosures?+

Jaffa Capital Management LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Jaffa Capital Management LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

·
← Back to directory