Source Capital, LLC
SEC RegisteredWhere Partnerships, Growth & Expertise Unite!
About the firm
Source Capital LLC is a private investment firm founded in 2002, focused on providing flexible equity and debt capital to lower middle market companies. Since its founding, the firm has closed more than 150 investments while employing a patient, long-term approach to value creation across its portfolio.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Flexible equity and debt capital solutions for lower middle market companies, with a collaborative and creative approach to structuring investments to provide strategic and financial resources to accelerate growth.
Who they serve
Entrepreneurs, founders/owners, private equity investors, and independent sponsors seeking a hands-on capital partner in lower middle market companies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 19 | $475M |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 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. 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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