DCA registered in March 2012 as an exempt reporting adviser. In 2013, DCA applied for status as a
registered investment adviser and was approved as such in May 2013. Its principal place of business is
located in Florida, and it began conducting business in 2012. The firm is owned by Directed Capital
Resources, LLC whose principal owner (i.e., those individuals and/or entities controlling 25% or more
of this company) is Christopher S. Moench.
We provide discretionary portfolio management services to a small number of limited partnerships
sponsored by DCR (“Sponsored Partnerships”). These portfolio management services principally
concern 1) commercial real estate related loans and other commercial loans acquired at discounts in
the secondary market, 2) originated commercial real estate and other commercial loans, 3) real estate
and other assets acquired thru or in lieu of foreclosure, and 4) real estate equity investments. As of
December 31, 2023 our principal client relationships are with
DCR Mortgage Partners VII, LP, DCR
Mortgage Partners VIII, LP, Directed Capital Opportunity Investment Fund, LLC, DCR Mortgage
Partners IX, LP, and DCR Mortgage Partners X, LP. DCR Mortgage Partners VII, LP DCR Mortgage
Partners VIII, LP and DCR Mortgage Partners XI, LP have entered into a co-investment arrangement.
Directed Capital Opportunity Investment Fund, LLC (DCOIF) serves as a feeder fund to DCR
Mortgage Partners IX, LP.
Our advisory services are limited to advice regarding acquisition and disposition of loan, real estate,
and other ancillary assets. Portfolio investment decisions are made according to the investment
objectives and risk tolerances of our clients as well as our clients’ stated investment restrictions and
special circumstances.
As of December 31, 2023, we managed $363,939,207 of client assets on a discretionary basis and $0 of
client assets on a non-discretionary basis.
Directed Capital does not participate in Wrap Fee Programs.