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SILVERLEAFE CAPITAL PARTNERS, LLC

GERMANTOWN, TN · CRD 133174 · IAPD ↗ · 901-259-3345

$449.2MRegulatory AUM
4Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — SILVERLEAFE CAPITAL PARTNERS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — SILVERLEAFE CAPITAL PARTNERS, LLC reported RAUM up 30% ($311.2M -> $403.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.