JAFFA CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2023

Total AUM

$597M

Discretionary

$538M

90% of AUM

Avg account

$18.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CLIFTON, New Jersey
CRD number: 325411
Registered since: April 20, 2023
Website: www.jaffamanagement.com
Custodians: TRUIST INVESTMENT SERVICES, INC., FIRST HORIZON ADVISORS, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Insurance Companies75.62%
Pooled Investment Vehicles23.21%
Corporations / Businesses1.17%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Jaffa Capital Management LLC is a hedge-fund-oriented investment adviser organized as an LLC and registered with the SEC in 2023. The firm operates as a CPO/CTA and focuses on portfolio management for pooled investment vehicles and for institutions. Its client base is institutional, and its compensation structure combines a percentage-of-AUM fee with performance-based fees, consistent with an active manager that runs private funds and structured vehicles. Investment activity centers on a fixed-income orientation—the firm shows a large allocation to investment-grade corporate bonds—while also allocating to alternatives such as real estate, commodities, private credit and oil & gas. Jaffa Capital serves as sponsor, GP or managing member of pooled vehicles and has affiliations with insurance company structures, indicating it operates across both managed accounts and pooled-product formats rather than purely discretionary SMA work. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser.