|
⚲
|
| Directed Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 162277 |
| SEC # | 801-78032 |
| CIK # | |
| AUM | $313.5 MM (2023-03-31) |
| Employees | 30 (50% Investors, 0% Brokers) |
| Phone | 727-341-8380 |
| Address | 150 Second Avenue N St Petersburg, FL 33701 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | DCR Mortgage Partners X LP | [2020-03-30] | 92.0 | 254.1 |
| HF | DCR Mortgage Partners IX LP | [2019-03-31] | 0.2 | 8.3 |
| HF | DCR Mortgage Partners VIII LP | [2018-03-29] | 3.0 | 1.1 |
| HF | DCR Mortgage Partners VII LP | [2016-03-30] | 9.2 | 50.1 |
| HF | DCR Mortgage Partners III LP | [2012-03-16] | 1.2 | |
| HF | DCR Mortgage Partners IV LP | [2012-03-16] | 20.4 | |
| HF | DCR Mortgage Partners VI LP | [2012-03-16] | 11.3 | 12.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 313.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 313.5 |
| By Discretionary | ||
| Discretionary | 5 | 313.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 313.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.5 | |
| Total | 5 | 313.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| David Jenkins | 28 | |||
| Michael McGinn | 7 | |||
| Nick Griffin | 6 | |||
| John Savage | 6 | |||
| Christopher Moench | 5 | |||
| Stacy Ames | 4 | |||
| Lance Amano | 4 | |||
| Directed Capital Advisors LLC | 3 | |||
| Directed Capital Resources LLC | 2 | |||
| Cameron Childs | 2 | |||
| View All | ||||
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