For investment advisors
Early access to transparent Texas offerings
One relationship with Source Private Securities gives advisors early access to upcoming offerings, diligence materials, and client administration.
Early notice of upcoming offerings
Source notifies registered advisors before an offering opens to the broader investor base. We provide the asset, the structure, the operating team's background, and the expected timing while there is still room to plan allocations with clients.
What we publish on each deal
Source Private Securities is your point of contact and provides the same transparency your client would ask about. Each offering's Deal Room holds a written Source Diligence Report: the Character Review of the people, alongside the Pro Forma Assumption Review of performance assumptions and return projections.
Suitability and accreditation handled
Accreditation verification and suitability documentation run through the portal, with status visible per client so nothing sits half finished at a deadline.
One place for client administration
Subscription documents, signature status, funding, distributions, K-1s, and updates from Source for every client in one advisor view. One point of contact for your documents and questions.
Structuring conversations, not a product sheet
Offerings are built with multiple investor classes. When a client's objective calls for different preferred return mechanics, collateral position, tax treatment, or liquidity, that is a conversation we can actually have.
Texas only
Texas projects are close enough to verify in person. Source provides visibility into where the deal is and who is responsible for execution.
Signing up
How it works
- Step 01
Register your firm
A short intake covering your firm, registration status, and the client profiles you serve.
- Step 02
Advisor portal access
You get an advisor account with the current pipeline, your client book, and compliance status per client.
- Step 03
Get the early list
Upcoming offerings reach you ahead of the general announcement, with terms and timing.
- Step 04
Bring clients in
Clients subscribe through the portal under your relationship, and reporting stays visible to you.
Nothing here is an offer to sell or a solicitation of an offer to buy a security, and nothing here is investment, financial, legal, tax, or accounting advice. Any offering is made only through definitive offering documents to qualified investors. Real estate investments carry risk, including loss of principal, and no outcome is guaranteed. Source Private Securities does not pay transaction based compensation to unregistered persons.