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Directed Capital Advisors LLC
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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) |
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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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