SOURCE CAPITAL, LLC

Adviser information for SOURCE CAPITAL, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Georgia, United States

Employees

Total Number of Employees	0
Investment Advisory/Research	0
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	–
Compensation	–

Identifiers

SEC RIA File Number	802-127845
SEC ERA File Number	802-127845
SEC CIK Numbers	None
SEC CRD Numbers	325758
Legal Entity Identifier	None

Principal Office

3060 PEACHTREE ROAD NW
SUITE 1830
ATLANTA
GA
United States

Monday - Friday, 9:00AM - 5:00PM

Tel: 404-844-5381, Fax: None

Websites

www.source-cap.com www.linkedin.com/company/source-capital-llc/

Chief Compliance Officer

ADAM LANGLEY

3060 PEACHTREE ROAD NW

SUITE 1830

ATLANTA

United States

Tel: 404-465-4373

A**********@*************M

(Full email address available in API data)

Industry Affiliates

SOURCE CAPITAL	Other investment adviser, including financial planners
SOURCE CAPITAL CREDIT OPPORTUNITIES ADVISORS III, LLC	Other investment adviser, including financial planners
SOURCE CAPITAL CREDIT OPPORTUNITIES ADVISORS IV, LLC	Other investment adviser, including financial planners
SOURCE CAPITAL CREDIT OPPORTUNITIES ADVISORS V, LP	Other investment adviser, including financial planners
SOURCE CAPITAL CREDIT OPPORTUNITIES PARTNERS III, LLC	Sponsor, GP, manager of pooled investment vehicles
SOURCE CAPITAL CREDIT OPPORTUNITIES PARTNERS IV, LLC	Sponsor, GP, manager of pooled investment vehicles
SOURCE CAPITAL CREDIT OPPORTUNITIES PARTNERS V, LLC	Sponsor, GP, manager of pooled investment vehicles
SOURCE CAPITAL MEZZANINE ADVISORS II, LLC	Other investment adviser, including financial planners
SOURCE CAPITAL MEZZANINE PARTNERS I, LLC	Sponsor, GP, manager of pooled investment vehicles
SOURCE CAPITAL MEZZANINE PARTNERS II, LLC	Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners
DISPLAYIT HOLDCO, LLC	Private Equity Fund	$8.0M	$0.1M	42
SC ALLERGY HOLDINGS, LLC	Private Equity Fund	$56.1M	$0.1M	69
SC BLUEALLY II, LLC	Private Equity Fund	$31.2M	$0.1M	66
SC RAPID PREP, LLC	Private Equity Fund	$10.4M	$0.1M	55
SC SOLAR SPV, LLC	Private Equity Fund	$10.6M	$0.1M	63
SOURCE AMPLIFI SPV II, LLC	Private Equity Fund	$7.5M	$0.1M	11
SOURCE AMPLIFI SPV, LLC	Private Equity Fund	$11.2M	$0.1M	49
SOURCE BLUEALLY, LLC	Private Equity Fund	$56.9M	$0.1M	61
SOURCE EV SPV, LLC	Private Equity Fund	$2.9M	$0.1M	20
SOURCE HOA SPV, LLC	Private Equity Fund	$25.8M	$0.1M	53
SOURCE KB SPV, LLC	Private Equity Fund	$22.0M	$0.1M	59

Control Persons

Name	Type	Entity	Title	Since	Ownership
HARBIN, THOMAS, SHELOR	Individual	–	MEMBER	04/2002	> 75%
EMMONS, BENJAMIN, SPEAR	Individual	–	MANAGING DIRECTOR	07/2011	< 5%
STANDROD, JEREMY, LEE	Individual	–	CHIEF FINANCIAL OFFICER	07/2022	< 5%

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