Silverleafe Capital Partners, LLC
Firm details
- Headquarters
- Germantown, Tennessee
- CRD number
- 133174
- Registered since
- October 20, 2004
- Website
- silverleafe.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’s advisory mix centers on financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-assets component as well as fixed fees and performance-based fees. Silverleafe does not identify as an active ESG investor and is not structured as a multi-state adviser or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Blaine Tierney
Business DevelopmentCRD 7336837
James Cousins
Director of Client PlanningCRD 4543324
Margaret Patterson
Business Development OfficerCRD 7598526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$245M in ETFs
96%
$236M
<1%
$9.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $39.7M | 53,907 | 16.19% |
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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