Form D · Private Equity Fund

SOURCE CAPITAL MEZZANINE FUND I, LP

Atlanta, GA · CIK 0001507234

Offering snapshot reported Jan 27, 2011 · SEC filing

Reported sold: $9M
Investors reported: 29
Minimum accepted: $100K
First sale: Jan 14, 2011

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 27, 2011	Initial	$9,000,000	No comparison	29	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-154497

Source: Form D, filed Jan 27, 2011. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SOURCE CAPITAL MEZZANINE FUND I, LP

Investment adviser: SOURCE CAPITAL, LLC

Gross asset value: $411K
Beneficial owners: 36
ADV minimum commitment: $50K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian BANC OF CALIFORNIA DURHAM, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

BANC OF CALIFORNIA
LEI 549300IBHVRZNE4YFN80

Filing source

Form ADV 2079473 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9656769196

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
SOURCE CAPITAL MEZZANINE FUND I, LP (this fund)	Jan 27, 2011	$9,000,000	29
Source Capital Mezzanine Fund II LP	Dec 9, 2015	$21,165,000	56

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Greg S. Cohn	Executive
Thomas S. Harbin	Executive
Katherine G. Harbin	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1776 Peachtree Street Suite 220 South
Atlanta, GA, 30309