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Silverleafe Capital Partners LLC
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CRD # | 133174 |
SEC # | 801-63594 |
CIK # | 0001535611 |
AUM | $403.4 MM (2024-03-20) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 901-259-3345 |
Address | 6815 Poplar Avenue, Suite 205 Germantown, TN 38138 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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CIK | Period |
---|---|
0001535611 | |
/ |
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Westrock Coffee Co | 40.5 | ||
Fedex Corp | 62,226.1 | 21.4 | |
Apple Inc | 2,382,844.0 | 14.5 | |
Autozone Inc | 41,417.6 | 7.8 | |
iShares Comex Gold Trust | 6.3 | ||
Westrock Coffee Co | 6.1 | ||
Northern Oil & Gas Inc | 2,206.3 | 5.2 | |
Lockheed Martin Corp | 111,953.9 | 4.2 | |
Currencyshares Japanese YEN Trust | 3.5 | ||
Wal Mart Stores Inc | 335,434.5 | 3.2 | |
Microsoft Corp | 1,918,222.4 | 3.2 | |
AMB Property Corp | 88,071.4 | 2.9 | |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 105 | 36.4 |
(b) Individuals (high net worth individuals) | 74 | 367.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 626 | 403.4 |
By Discretionary | ||
Discretionary | 470 | 373.6 |
Non-Discretionary | 156 | 29.8 |
Total | 626 | 403.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 403.4 | |
Total | 626 | 403.4 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001535611] |
Comparable Firms | State | AUM ($BB) |
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TTP Investments Inc
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|
CA | 0.4 |
DST Wealth Management LLC
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|
CA | 0.4 |
Prostatis Group LLC
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MD | 0.4 |
Peak Financial Management Inc
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MA | 0.4 |
Affiliated Financial Advisors Inc
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WI | 0.4 |
Worley Erhart-Graves Financial Advisors Inc
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|
IN | 0.4 |
Schubert & Company Inc
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|
TX | 0.4 |
Efficient Frontier Advisors LLC
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|
CT | 0.4 |
Westover Capital Advisors LLC
✚
|
DE | 0.4 |
Karpas Strategies LLC
✚
|
CT | 0.4 |