RIA Intel›Advisers›Tennessee›SILVERLEAFE CAPITAL PARTNERS, LLC

SILVERLEAFE CAPITAL PARTNERS, LLC

Advisory

N·GERMANTOWN, TN

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM

$449M

1-Year AUM Growth

+8.0%

3-Year CAGR

+7.5%

Employees

4

Assets Under Management

Total AUM$449M

Discretionary AUM$416M

Non-Discretionary AUM$33M

Discretionary %92.7%

Total Clients179

Team

Total Employees4

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record37

First FilingOct 14, 2004

Latest FilingMar 10, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SILVERLEAFE CAPITAL PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.