Data / Investment advisers / New Jersey / Jaffa Capital Management LLC
Jaffa Capital Management LLC, Clifton, NJ: $597 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Jaffa Capital Management LLC is an SEC registered investment adviser with its main office in Clifton, New Jersey and reports $597 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include insurance companies, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 325411
- SEC file number
- 801-127647
- SEC status
- Approved, effective April 20, 2023
- Main office
- 4 Brighton Road Ste 200b, Clifton, NJ 07012
- Phone
- (216) 245-1231
- Website
- jaffamanagement.com
- Regulatory AUM
- $597,220,000 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $537,620,000
- Non discretionary AUM
- $59,600,000
- Accounts
- 32
- Employees
- 14, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $138,620,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 28 | $451.6 million |
| Pooled investment vehicles | 1 | $138.6 million |
| Corporations or other businesses | 3 | $7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $597.2 million | March 31, 2026 |
| December 1, 2025 | $220 million | March 28, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vision Retirement | Ridgewood | $633.7 million | Not listed | adviserinfo.sec.gov |
| Kennedy Investment Group | West Deptford | $633.2 million | Not listed | adviserinfo.sec.gov |
| Clear Wave Wealth Management, LLC | Red Bank | $617 million | Not listed | adviserinfo.sec.gov |
| Novi Wealth Partners | Princeton | $612.8 million | Not listed | adviserinfo.sec.gov |
| Amerra Capital Management, LLC | Englewood | $610.4 million | 20 | adviserinfo.sec.gov |
| Virtus Wealth Solutions | Cranford | $594.9 million | Not listed | adviserinfo.sec.gov |
| Manteio Scalable Technologies LLC | Jersey City | $582.5 million | Not listed | adviserinfo.sec.gov |
| Able Wealth Management LLC | Toms River | $579.5 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving insurance companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Jaffa Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.