FRESH SOURCE CAPITAL

FRESH SOURCE CAPITAL, LLC Legal Name

Adviser information for FRESH SOURCE CAPITAL last updated from Form ADV on February 14th, 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 Massachusetts, 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 802-96249
SEC ERA File Number 802-96249
SEC CIK Numbers None
SEC CRD Numbers 175329
Legal Entity Identifier None

Principal Office

32 RAMMELL ROAD
VICTOR
ID
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 617-413-5862, Fax: None

Chief Compliance Officer

DANIEL N PULLMAN
MANAGING PARTNER
32 RAMMELL ROAD
VICTOR
ID
United States
Tel: 6174135862
(Full email address available in API data)

Industry Affiliates

FRESH SOURCE CAPITAL FUND I GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
FRESH SOURCE CAPITAL FUND 1, LP Private Equity Fund $5.3M $0.3M 35

Control Persons

Name Type Entity Title Since Ownership
SEBESTA, LISA, ANI Individual MEMBER 05/2013 50-75%
PULLMAN, DANIEL, NOTZ Individual MANAGING PARTNER/CHIEF COMPLIANCE OFFICER 05/2013 50-75%

No. Employees, Historic

0002020202120222023202420250 on 3/10/20200 on 11/3/20200 on 2/4/20210 on 1/17/20220 on 7/11/20220 on 1/31/20230 on 2/14/2024