Silverleafe Capital Partners, LLC is a large advisory firm based in Memphis. It manages $258.29 million of regulatory assets for 468 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arkansas, Mississippi, Tennessee, and Texas.
Silverleafe Capital Partners provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Silverleafe Capital Partners, LLC is $258.29 million. The firm's AUM has grown by 893% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Silverleafe Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Silverleafe Capital Partners is high net worth individuals with 47 clients and $226.26 million of assets under management. Among the 10 most similar advisory firms, Silverleafe Capital Partners has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $258.29 million for 135 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Silverleafe Capital Partners doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Silverleafe Capital Partners, LLC performs its advisory services is located at 6070 Poplar Avenue, Suite 725, Memphis, TN 38119, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 901-259-3345 or by fax 901-259-3346. The normal business hours are 8:00a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at silverleafe.com.