Directed Capital Advisors LLC

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Directed Capital Advisors LLC ✚
CRD #	162277
SEC #	801-78032
CIK #
AUM	419.6 M (2026-03-31)
Employees	35 (43% Investors, 0% Brokers)
Phone	727-341-8380
Address	150 Second Avenue N St Petersburg, FL 33701
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
RE	DCR Mortgage Partners Xi LP	[2024-03-30]	13.4 M	109.3 M
	Offered $100,000,000 · Filed 2023-11-13 (D) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $500,000 · Remaining $86,550,000 · Duration One year or less · Revenue Decline to Disclose
RE	DCR Mortgage Partners X LP	[2020-03-30]	92.0 M	134.1 M
	Offered $100,000,000 · Filed 2020-08-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining $8,000,000 · Duration One year or less · Revenue Decline to Disclose
RE	DCR Mortgage Partners IX LP	[2019-03-31]	0.2 M	5.8 M
	Offered $25,000,000 · Filed 2019-01-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $200,000 · Remaining $24,800,000 · Duration One year or less · Revenue Decline to Disclose
RE	DCR Mortgage Partners VIII LP	[2018-03-29]	3.0 M	0.1 M
	Offered $50,000,000 · Filed 2017-04-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $200,000 · Remaining $46,995,000 · Duration More than one year · Revenue Decline to Disclose
RE	DCR Mortgage Partners VII LP	[2016-03-30]	9.2 M	20.4 M
	Offered $105,000,000 · Filed 2015-06-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $95,750,000 · Duration One year or less · Revenue Decline to Disclose
HF	DCR Mortgage Partners III LP	[2012-03-16]		1.2 M
HF	DCR Mortgage Partners IV LP	[2012-03-16]		20.4 M
HF	DCR Mortgage Partners VI LP	[2012-03-16]	11.3 M	12.5 M
	Offered $49,000,000 · Filed 2012-02-03 (D) · Exemption 506 · Minimum $200,000 · Remaining $37,700,000 · Duration One year or less · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
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	3	419.6
(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	3	419.6
By Discretionary
Discretionary	3	419.6
Non-Discretionary	0	0.0
Total	3	419.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		419.6
Total	3	419.6

Form D Directors	Role	# Filings	# Firms
David Jenkins	Executive Officer	29	2
Michael McGinn	Executive Officer	8	2
John Savage	Executive Officer	6	2
Christopher Moench	Executive Officer	6	2
Nick Griffin	Executive Officer	6	2
Stacy Ames	Executive Officer	4	2
Lance Amano	Executive Officer	4	2
Directed Capital Advisors LLC	Executive Officer	3	2
Cameron Childs	Executive Officer	2	2
Directed Capital Resources LLC	Executive Officer	2	2
View All

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Hedge Fund, Private Equity, Real Estate

Comparable Firms	State	AUM
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RR Advisors LLC ✚	TX	496.8 M
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Long Angle Management LLC ✚	DE	404.7 M
Matterhorn Capital Advisors LLC ✚	PA	396.4 M
GFO Advisory Services LLC ✚	CT	351.3 M
Morgan Rio Capital Management LLC ✚	NY	338.7 M
Colony Capital Investment Advisors LLC ✚	FL	336.2 M
Independent Access Partners LLC ✚	MD	256.9 M

Directed Capital Advisors LLC

Assets, Funds, Holdings