SOURCE CAPITAL, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JEREMY STANDROD
Chief Financial OfficerCRD 4643874
ROBERT LANGLEY
Chief Operating OfficerCRD 4873010
Contacts
2 of 2THOMAS HARBIN
Managing DirectorCRD 2928161
BENJAMIN EMMONS
Managing DirectorCRD 5026021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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