Investment adviser · CRD 143608

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Investment adviser filing (IA)

TAMPA, FL, United States · Form ADV filed Jul 1, 2026

Regulatory AUM: $2.45B
Client accounts: 5,136
Employees: 39
Advisory professionals: 36

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	391	$1,354,190,676	55.4%
Corporations & businesses	59	$451,296,438	18.5%
Individuals	1,313	$358,202,352	14.6%
Retirement plans	117	$235,595,155	9.6%
Charities	10	$39,441,952	1.6%
Other investment advisers	Fewer than 5	$5,216,884	0.2%
Pooled investment vehicles	1	$1,492,298	0.1%

Filing source

Form ADV 2117149 · Jul 1, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

3D TECH PLUS, LLCPrivate Equity Fund · Last reported Jul 1, 2026$1.67MGross asset value

Form D fundraising filings

3D Tech Plus, LLC

Auditor FORVIS LLP ATLANTA, Georgia, United States

Custodian RAYMOND JAMES & ASSOCIATES, INC. WINSTON-SALEM, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

FORVIS LLP
PCAOB 686

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source

Fund ID: 805-9849860809
Reported beneficial owners: 31
Minimum commitment: $50K
Form D file number: 021-199847

Form ADV 2117149 · Jul 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 1, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

15350 N. FLORIDA AVE.
TAMPA, FL, 33613, United States

CRD 143608

Filing source

Form ADV 2117149 · Jul 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.