Jaffa Capital Management Llc
- Regulatory AUM
- $597M
- Discretionary
- $538M
- Clients
- 32
- Avg AUM / client
- $18.7M
- Accounts
- 32
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $139M | 23.2% |
| Insurance companies | 28 | $452M | 75.6% |
| Corporations and other businesses | 3 | $7.0M | 1.17% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $15.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Jaffa Capital Fund, Lp | Hedge Fund | Delaware | $15.1M | 4 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brown, Jack, Yudkevich | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Zarkhin, Bina, I | Shareholder | Jan 2023 (4y) | ≈ 0% – 3.75% via Jaffa Global Partners Llc | |
| Zarkhin, Mark, L | Shareholder | Jan 2023 (4y) | ≈ 0% – 3.75% via Jaffa Global Partners Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jaffa Global Holdings Llc | Shareholder | Jan 2023 | A | 75% or more |
| Jaffa Global Partners Llc | Shareholder | Jan 2023 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zarkhin, Bina, I: 50% – 75% of Jaffa Global Partners Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Zarkhin, Mark, L: 50% – 75% of Jaffa Global Partners Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $15.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Jaffa Capital Fund, Lp | Hedge Fund | $15.1M | $1.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Truist Bank $449M (75% of AUM) Mar 2026
- First Horizon Advisors, Inc. $148M (25% of AUM) Mar 2026
- First Horizon Bank $110M (71% of AUM) Aug 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗