Jaffa Capital Management LLC

Fee-Only (% of Portfolio)

Jaffa Capital Management offers investment advisory services to a private investment fund and separately managed accounts of institutional clients. Jaffa invests primarily in bonds but reserves the right to invest in other products such as equities and exchange-traded funds. Jaffa seeks consistent, above-average returns while protecting client assets from risk of principal loss.

Assets Under Management$220M
Clients21
AdvisorsN/A
Avg. per Client$10M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Jaffa Capital Management's fees for separately managed accounts typically range between 0.25% and 2%. Investors in the Fund pay an annual management fee equal to 2% of the net asset value of their capital accounts, payable quarterly in advance. These fees may be waived or reduced at Jaffa's discretion.

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