# SOURCE CAPITAL GROUP, INC.

SOURCE CAPITAL GROUP, INC. of WESTPORT, CT is an SEC-registered investment adviser.

## Registration

- CRD: 36719
- Type: SEC-registered investment adviser
- SEC file number: 801-88199
- Location: 276 POST ROAD WEST, WESTPORT, CT, 06880
- Phone: 203-341-3500 203-682-0720
- Latest filing: 2017-07-11
- Regulatory AUM: $145.0M
- Discretionary AUM: $108.6M
- Non-discretionary AUM: $36.3M
- Clients: 18
- Accounts: 371

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| RYAN CHARLES | VICE CHAIRMAN | New York, NY |
| FITZPATRICK MARK ROBERT | FINOP | — |
| DUFFY JAMES PATRICK | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, AMLCO, ROSFP | — |
| HARRIS DAVID WEBSTER | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER - INTERIM; PRESIDENT/ CHIEF COMPLIANCE OFFICER - INTERIM | — |
| NEWTON RUSSELL WILLIAM | CHIEF FINANCIAL OFFICER/FINOP | — |
| ACHZET DAVID EDWARD | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/36719/brochure
- Similar advisers: https://search.stillhousedata.com/firm/36719/similar
- Related entities: https://search.stillhousedata.com/firm/36719/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/36719

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.