SOLE Source Capital LLC
SEC RegisteredContinuous Improvement & Operational Excellence
About the firm
Sole Source Capital is a lower-middle market investment firm specializing in private and founder-owned companies, corporate carve-outs, management buy-outs, and special situations across North America. Founded in 2016 by David Fredston and an experienced group of Private Equity professionals, SSC is an operationally-focused firm that targets recession resistant industrial assets with quantifiable sector tailwinds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Lower-middle market private equity investment with an operationally-focused approach; dedicated in-house team helps identify and execute initiatives that drive significant operational improvement
Who they serve
Private and founder-owned companies, corporate carve-outs, management buy-outs, and special situations across North America
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 7 | $2.0B |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOLE Source Capital LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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