DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S••••• C••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 27, 2024 · 4 filings
SEC status approved since Jul 29, 2024
RAUM
$475M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
18
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
19
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$475M as of Mar 31, 2026
Jan 9, 2025$425M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Jan 9, 20250 then
Employees (5.A)18 as of Mar 31, 2026
Jan 9, 202517 then
Private funds19 as of Mar 31, 2026
Jan 9, 202516 then
RAUM +9.0% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $25.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $456M, 19 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$475M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $456M for 19 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S• A•••••• H•••••••• L•• | Private Equity Fund | $56.5M | 69 | Mar 31, 2023 |
| S••••• B•••••••• L•• | Private Equity Fund | $45.6M | 61 | Mar 31, 2023 |
| S• B••••••• I•• L•• | Private Equity Fund | $29.7M | 66 | Mar 29, 2024 |
| S••••• H•• S••• L•• | Private Equity Fund | $27.5M | 53 | Mar 29, 2024 |
| S••••• K• S••• L•• | Private Equity Fund | $22.2M | 59 | Mar 31, 2023 |
| S••••• M•• H•••••••• L••no longer reported | Private Equity Fund | $14.9M | 49 | Mar 31, 2023 |
| S• S•••• S••• L•• | Private Equity Fund | $12.0M | 63 | Mar 29, 2024 |
| S••••• A•••••• S••• L•• | Private Equity Fund | $10.9M | 49 | Mar 31, 2023 |
| S• R•••• P•••• L•• | Private Equity Fund | $10.3M | 55 | Mar 29, 2024 |
| D•••••••• H•••••• L•• | Private Equity Fund | $7.4M | 42 | Mar 31, 2023 |
| S••••• A•••••• S•• I•• L•• | Private Equity Fund | $7.1M | 11 | Mar 31, 2023 |
| S••••• E• S••• L•• | Private Equity Fund | $3.0M | 20 | Mar 31, 2023 |
| S••• M•• S•• I•• L••no longer reported | Private Equity Fund | $2.0M | 19 | Mar 31, 2023 |
| S••• M•• S••• L••no longer reported | Private Equity Fund | $2.0M | 19 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- H•••••• T•••••• S••••• · Managing Partnercontrolsince 04/2002 · owns 75% or more
- L••••••• R•••••• A••• · Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- S•••••••• J•••••• L•• · Chief Financial Officercontrolsince 07/2022 · owns less than 5%
- E•••••• B•••••••• S•••• · Managing Directorsince 07/2011 · owns less than 5%
Related persons
Schedule D 7.A
- S••••• C•••••• C••••• O••••••••• A••••••• I•• L••investment advisern
- S••••• C•••••• C••••• O••••••••• A••••••• V• L•investment advisern
- S••••• C•••••• C••••• O••••••••• P••••••• I••• L••pooled vehicle sponsorn
- S••••• C•••••• C••••• O••••••••• P••••••• I•• L••pooled vehicle sponsorn
- S••••• C•••••• C••••• O••••••••• P••••••• V• L••pooled vehicle sponsorn
- S••••• C•••••• M•••••••• P••••••• I• L••pooled vehicle sponsorn
- S••••• C•••••• M•••••••• P••••••• I•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 16 to 19Apr 1, 2025 to Mar 31, 2026
- Advisory employees · 14 to 15Apr 1, 2025 to Mar 31, 2026
- Pooled vehicle clients · 16 to 19Apr 1, 2025 to Mar 31, 2026
- Assets in custody · $436M to $456MApr 1, 2025 to Mar 31, 2026
- Employees · 17 to 18Apr 1, 2025 to Mar 31, 2026
- Private funds · 16 to 19Apr 1, 2025 to Mar 31, 2026
- Discretionary RAUM · $436M to $475MApr 1, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $436M to $475MApr 1, 2025 to Mar 31, 2026
- RAUM · $436M to $475MApr 1, 2025 to Mar 31, 2026
- Assets in custody · $425M to $436MJan 9, 2025 to Apr 1, 2025
- Financial planning clients · unset to Jan 9, 2025 to Apr 1, 2025
- Discretionary RAUM · $425M to $436MJan 9, 2025 to Apr 1, 2025
- Pooled vehicle RAUM · $425M to $436MJan 9, 2025 to Apr 1, 2025
- RAUM · $425M to $436MJan 9, 2025 to Apr 1, 2025
- Accounts · 15 to 16Jun 27, 2024 to Jan 9, 2025
- Advisory employees · 11 to 14Jun 27, 2024 to Jan 9, 2025
- Pooled vehicle clients · 15 to 16Jun 27, 2024 to Jan 9, 2025
- Assets in custody · $285M to $425MJun 27, 2024 to Jan 9, 2025
- Employees · 14 to 17Jun 27, 2024 to Jan 9, 2025
- Private funds · 30 to 16Jun 27, 2024 to Jan 9, 2025
- Discretionary RAUM · $285M to $425MJun 27, 2024 to Jan 9, 2025
- Pooled vehicle RAUM · $285M to $425MJun 27, 2024 to Jan 9, 2025
- RAUM · $285M to $425MJun 27, 2024 to Jan 9, 2025
Signals
2 dated events
- S••••• C••••••• L•• reported RAUM $425.2M, up 49% from $285.1M (2024-06-27 to 2025-01-09)Jan 9, 2025 · RAUM change · derived
- S••••• C••••••• L•• filed its initial SEC registration (Form ADV)Jun 27, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S••••• C••••••• L•• · Independent Sponsorsshared crd · capital_provider
- S••••• C••••••• L•• · Private Equityshared crd · organization
- S••••• C••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/source-capital-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-844-5381reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026