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| Directed Capital Advisors LLC
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| CRD # | 162277 |
| SEC # | 801-78032 |
| CIK # | |
| AUM | 419.6 M (2026-03-31) |
| Employees | 35 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 727-341-8380 |
| Address | 150 Second Avenue N St Petersburg, FL 33701 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 5 Fees and Compensation INVESTMENT MANAGEMENT SERVICES DCA’s fees are based upon contractual agreements with the respective Sponsored Partnership and are calculated as follows: During the partnership’s asset acquisition period, fees are based on the Limited Partners’ aggregate Capital Commitments. Following the acquisition period, fees are based on the Limited Partners’ aggregate unreturned Capital Contributions. Our clients authorize us to deduct these fees directly from their accounts, in compliance with applicable rules that permit this type of arrangement. Each of the various fees, which the Adviser negotiates with its clients, is set forth in the investment management agreement between the Advisor and the advisory client. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 7 Types of Clients DCA provides discretionary portfolio management services to pooled investment vehicles (other than investment companies and business development companies). All the investors in such partnerships are accredited investors and qualified clients. |
| 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 | 2011 - 2026 |
|---|---|---|---|---|
| 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 | |
| Dcr Loan Servicing LLC | Executive Officer | 3 | 1 | |
| Directed Capital Advisors | Executive Officer | 1 | 1 | |
| Dcr X Investors LLC | Executive Officer | 1 | 1 | |
| Dcr VIII Investors LLC | Executive Officer | 1 | 1 | |
| Dcr IX Investors LLC | Executive Officer | 1 | 1 | |
| Dcr VII Investors LLC | Promoter | 1 | 1 | |
| O Lippincott | Executive Officer | 1 | 1 | |
| J Childs | Executive Officer | 1 | 1 | |
| Dcr VI Investors LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
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