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Jaffe Asset Management LLC

● SEC registered since 2026CRD 108082SEC# 801-136067Beverly Hills, CA
Export (members)
Reg. AUM
$116.2M
Employees
2
Accounts
149
Location
Beverly Hills, CA

Jaffe Asset Management LLC assets under management

Jaffe Asset Management LLC operates as an SEC-registered investment adviser based in Beverly Hills, CA. The firm has been registered since 2026. It reports $116.2 million in regulatory assets under management and employs 2 people.

Jaffe Asset Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Ellie Karen KulmanMember5-10%1998
Marshall Robert Jaffe ControlManager/Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Jaffe Asset Management LLC manage?

Jaffe Asset Management LLC reports $116.2 million in regulatory assets under management on its Form ADV.

How many employees does Jaffe Asset Management LLC have?

Jaffe Asset Management LLC reports 2 employees.

Where is Jaffe Asset Management LLC located?

Jaffe Asset Management LLC is based in Beverly Hills, CA and has been SEC-registered since 2026.

Does Jaffe Asset Management LLC disclose fund performance?

Jaffe Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9454 Wilshire Blvd, Ste M-1, Beverly Hills, CA 90212
Phone310-858-0700
Fax310-858-0702
Office hours9:00 a.m. To 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$116.2MNo change
Mar '26 — $116.2MApr '26 — $116.2MMay '26 — $116.2MJun '26 — $116.2M
Mar '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$116.2Mregulatory AUM
Discretionary $116.2M