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Whether we are raising all-important capital for a small cap company or executing a wealth management plan for the high net worth individual, Source Capital offers sound financial advice from experienced professionals who serve the client’s needs first. Source Capital Group, Inc. was founded in 1992 on the belief that the best investment advice should be independent, unbiased and tailor-made for the individual client’s needs. Source Capital began as a boutique investment banking firm specializing in small to medium sized transactions. We have grown to include businesses in general securities, emerging market securities, distressed and high yield debt securities, in addition to our investment banking activity. Our mission is to provide excellent service and independent advice. We are not merely transaction-driven. We strive to maintain long-lasting client relationships built on trust and integrity. This philosophy has allowed us to achieve strong growth, and ever deepening client loyalty. Your success, and ultimately our success, is based on our seasoned professionals’ ability to offer sound, independent investment advice to help investors and clients alike achieve their financial goals.

Source Capital Group Questions

The Source Capital Group annual revenue was $21.9 million in 2026.

David Pohndorf is the Managing Director-Private Equity of Source Capital Group.

4 people are employed at Source Capital Group.

Source Capital Group is based in Westport, Connecticut.

The NAICS codes for Source Capital Group are [523, 52].

The SIC codes for Source Capital Group are [62].

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