Source Capital provides investment management and advice to pooled investment vehicles (the Funds) that invest in private companies. Source Capital originates investment opportunities, structures and monitors investments, and provides administrative services. The Funds are structured to be exempt from registration and are offered to eligible investors. Source Capital does not directly manage investments for individual investors.
Assets Under Management$440M
Clients16
AdvisorsN/A
Avg. per Client$27M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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