SILVERLEAFE CAPITAL PARTNERS, LLC

Overview

Silverleafe Capital Partners, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm uses a multi-fee approach—percentage of AUM, fixed fees and performance fees—which allows it to tailor engagements to wealth levels and client objectives. It is not positioned as an institutional pension consultant or a multi-state adviser, and it does not market itself as an ESG-focused manager. Investment activity shows a clear tilt toward liquid equity instruments, especially exchange-traded products, while retaining the flexibility to place client capital into less liquid alternatives where appropriate. The firm does not operate as an internal capital allocator; instead, it directs client commitments to external managers for alternative exposure and manages equity allocations and financial planning in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices