SourcingSourcing

SILVERLEAFE CAPITAL PARTNERS, LLC

C38
CRD 133174·SEC 801-63594·GERMANTOWN, TN
AUM
$449.2M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SILVERLEAFE CAPITAL PARTNERS, LLC
CRD
133174
SEC file #
801-63594
EIN
900195317
DBA names
—

Economics

AUM
$449.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$258.3M → $449.2M▲ +74%
Client mix
Individuals Other92
Individuals High Net Worth87

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
GERMANTOWN TN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
linkedin.com/company/silverleafe-capital-partners-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PATTERSON FAMILY INVESTMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
PATTERSON FAMILY INVESTMENT
RUSSELL, JOHN, B
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:silverleafe.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001535611
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2018-02-12
Edgar Last Filing Date
2026-04-02
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-04-02
Accession0001535611-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
6815 POPLAR AVENUE, SUITE 205GERMANTOWN, TN 38138
Business
6815 POPLAR AVENUE, SUITE 205GERMANTOWN, TN 38138
Edgar EIN
900195317
Edgar Recent Filings
13F-HR2026-04-02 · 0001535611-26-000005
13F-HR2026-01-12 · 0001535611-26-000003
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
RUSSELL, JOHN, B
IAR · Direct Owner · 17.5%
4759901
COUSINS, JAMES, MASON
IAR · Direct Owner · 7.5%
4543324
WILLIAM DANIEL PATTERSON
Executive Officer · 2.5%
2308730
Margaret Terrell Patterson
IAR
7598526
BROC PHILLIP KREITZ
IAR
2960353
RICHARD WORTHINGTON ESKRIGGE
IAR
7626949
Blaine Mitchell Tierney
IAR
7336837