Silverleafe Capital Partners, LLC
Firm details
- Headquarters
- Germantown, Tennessee
- CRD number
- 133174
- Registered since
- October 20, 2004
- Website
- www.silverleafecapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI93.9%
- Individuals6.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Silverleafe Capital Partners, LLC is an independent registered investment adviser formed in 2004 that serves individual and family clients. The firm offers portfolio management and financial planning services, focused on direct advisory relationships rather than institutional mandates. Its fee arrangements include a mix of percentage-of-AUM billing, flat fees and performance-based fees. Silverleafe does not identify as a multi-state or ESG-focused adviser and does not act as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents10%
- US Government Bonds1%
Owners & executives
1 of 1
Richard Eskrigge
Chief Financial OfficerCRD 7626949
Contacts
3 of 6
James Cousins
Director of Client PlanningCRD 4543324
John Russell
Director of InvestmentsCRD 4759901
William Patterson
FounderCRD 2308730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$475M in ETFs
98%
$465M
<1%
$10M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $39.7M | 53,907 | 8.36% |
Location
Germantown, TN
Shelby
Location
Germantown, TN
Headquartered in Germantown, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 6815 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
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