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SOURCE CAPITAL, LLC
CRD 325758 · SEC 801-130796
3060 PEACHTREE ROAD NW, SUITE 1830, ATLANTA, GA, 30305, United States
Phone
404-844-5381
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$475.4M
Discretionary AUM
$475.4M
Team
18 total employees; 15 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 19 | $475.4M |
States served
GA
All web addresses on file
Official SEC filing: View on IAPD