Investment adviser · CRD 36719

SOURCE CAPITAL GROUP, INC.

Investment adviser filing (IA)

WESTPORT, CT, United States · Form ADV filed Jul 11, 2017

Regulatory AUM
$145M
Form ADV · Item 5.F
Client accounts
371
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
13
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 11, 2017. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Commissions

Principal office

276 POST ROAD WEST
WESTPORT, CT, 06880, United States

CRD 36719

Filing source

Form ADV 1114155 · Jul 11, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.