Source Capital, Llc
- Regulatory AUM
- $475M
- Discretionary
- $475M
- Clients
- 19
- Avg AUM / client
- $25.0M
- Accounts
- 19
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 19 | $475M | 100.0% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $275M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sc Allergy Holdings, Llc | Private Equity Fund | Delaware | $56.5M | 69 |
| Source Blueally, Llc | Private Equity Fund | Delaware | $45.6M | 61 |
| Source Capital Credit Opportunities Fund Iii, Lp | Private Equity Fund | Delaware | $31.9M | 79 |
| Sc Blueally Ii, Llc | Private Equity Fund | Delaware | $29.7M | 66 |
| Source Hoa Spv, Llc | Private Equity Fund | Delaware | $27.5M | 53 |
| Source Kb Spv, Llc | Private Equity Fund | Delaware | $22.2M | 59 |
| Sc Solar Spv, Llc | Private Equity Fund | Delaware | $12.0M | 63 |
| Source Amplifi Spv, Llc | Private Equity Fund | Delaware | $10.9M | 49 |
| Sc Rapid Prep, Llc | Private Equity Fund | Delaware | $10.3M | 55 |
| Source Capital Mezzanine Fund Ii, Lp | Private Equity Fund | Delaware | $8.0M | 65 |
| Displayit Holdco, Llc | Private Equity Fund | Delaware | $7.4M | 42 |
| Source Amplifi Spv Ii, Llc | Private Equity Fund | Delaware | $7.1M | 11 |
| Source Ev Spv, Llc | Private Equity Fund | Delaware | $3.0M | 20 |
| Source Capital Mezzanine Fund I, Lp | Private Equity Fund | Delaware | $2.1M | 36 |
| Source Capital Mezzanine Co Investment Fund I Lp | Private Equity Fund | Delaware | $1.1M | 21 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harbin, Thomas, Shelor | Managing Partner | Apr 2002 (24y) | 75% or more | |
| Emmons, Benjamin, Spear | Managing Director | Jul 2011 (15y) | Less than 5% | |
| Standrod, Jeremy, Lee | Chief Financial Officer | Jul 2022 (4y) | Less than 5% | |
| Langley, Robert, Adam | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $275M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sc Allergy Holdings, Llc | Private Equity Fund | $56.5M | $50.0K | 69 |
| Source Blueally, Llc | Private Equity Fund | $45.6M | $50.0K | 61 |
| Source Capital Credit Opportunities Fund Iii, Lp | Private Equity Fund | $31.9M | $50.0K | 79 |
| Sc Blueally Ii, Llc | Private Equity Fund | $29.7M | $50.0K | 66 |
| Source Hoa Spv, Llc | Private Equity Fund | $27.5M | $50.0K | 53 |
| Source Kb Spv, Llc | Private Equity Fund | $22.2M | $50.0K | 59 |
| Sc Solar Spv, Llc | Private Equity Fund | $12.0M | $50.0K | 63 |
| Source Amplifi Spv, Llc | Private Equity Fund | $10.9M | $50.0K | 49 |
| Sc Rapid Prep, Llc | Private Equity Fund | $10.3M | $50.0K | 55 |
| Source Capital Mezzanine Fund Ii, Lp | Private Equity Fund | $8.0M | $50.0K | 65 |
| Displayit Holdco, Llc | Private Equity Fund | $7.4M | $50.0K | 42 |
| Source Amplifi Spv Ii, Llc | Private Equity Fund | $7.1M | $50.0K | 11 |
| Source Ev Spv, Llc | Private Equity Fund | $3.0M | $50.0K | 20 |
| Source Capital Mezzanine Fund I, Lp | Private Equity Fund | $2.1M | $50.0K | 36 |
| Source Capital Mezzanine Co Investment Fund I Lp | Private Equity Fund | $1.1M | $50.0K | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗