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SILVERLEAFE CAPITAL PARTNERS, LLC
CRD 133174File 801-63594
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$449.2M
Above cohort median (national)
Discretionary AUM
$416.5M
Non-discretionary $32.8M
Clients
179
683 accounts
Employees
7
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 20, 2004
- Principal office
- 6815 POPLAR AVENUE, SUITE 205, GERMANTOWN, TN, 38138
- Phone
- 901-259-3345
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $449.2M
- Discretionary AUM
- $416.5M
- Non-discretionary AUM
- $32.8M
- Discretionary accounts
- 646
- Non-discretionary accounts
- 37
- Total accounts
- 683
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 87 | $421.8M |
| Individuals (other than high net worth individuals) | 92 | $27.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.