SOURCE CAPITAL, LLC

RIASEC RegisteredEst. 2024
Total AUM
$475M
Discretionary
$475M
100% of AUM
Avg account
$25M
Accounts
19
Employees
18
Advisory reps
4

Firm details

Headquarters
Atlanta, Georgia
CRD number
325758
Registered since
July 29, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Source Capital, LLC is organized as an LLC and operates principally as a private equity fund manager that provides portfolio management for pooled investment vehicles. The firm registered with the SEC in 2024 and reports an owner structure classified as an individual owner. Its primary client base is institutional investors. Source Capital charges a mix of asset-based fees and performance-based fees and does not identify itself as a capital allocator; rather, it acts as an adviser and sponsor to private pooled funds and serves as GP/managing member of those vehicles. The firm does not list itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JEREMY STANDROD

    Chief Financial OfficerCRD 4643874

  • ROBERT LANGLEY

    Chief Operating OfficerCRD 4873010

Contacts

2 of 2
  • THOMAS HARBIN

    Managing DirectorCRD 2928161

  • BENJAMIN EMMONS

    Managing DirectorCRD 5026021

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3060 Peachtree Rd NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth