DIRECTED CAPITAL ADVISORS, LLC other names

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Adviser Profile

As of Date:

03/30/2024

Adviser Type:

- Large advisory firm


Number of Employees:

40 33.33%

of those in investment advisory functions:

15


Registration:

SEC, Approved, 5/21/2013

Other registrations (1)
AUM:

363,939,207 16.10%

of that, discretionary:

363,939,207 16.10%

GAV:

350,634,136 11.80%

Avg Account Size:

60,656,535 -3.25%


SMA’s:

NO

Private Funds:

5 1

Contact Info

727 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
329M 282M 235M 188M 141M 94M 47M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

My Spring Reading List: Get Off Your iPad and Start Reading A Book Again (yeah- a real book)
03/25/2021

Q4 2020 production averaged 4,455 boe/d (66% liquids), 22% lower than the same period in 2019.Adjusted funds flow ("AFF")1: Despite the depressed commodity price environment through most of 2020 ...

yahoo.com

MindBeacon to Present at the Bloom Burton & Co. Healthcare Investor Conference
03/25/2021

Bloom Burton Securities Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and is also a member of the Canadian Investor Protection Fund (CIPF). ABOUT MINDBEACON HOLDINGS, INC. MindBeacon is developing a continuum of ...

Yahoo Finance

Prairie Provident Resources Inc. (PRPRF)
03/24/2021

2020 capital expenditures fully funded: Our net capital expenditures1 in 2020 came in at $3.8 million while Adjusted Funds Flow1 net of decommissioning settlements totaled $10.5 million. During 2020, PPR directed capital resources primarily in the Michichi ...

Yahoo Finance

NCR Issues Senior Notes to Fund Cardtronics Acquisition
03/23/2021

The offering is anticipated to close on Apr 6. NCR intends to use the net proceeds, along with borrowings under its senior secured credit facilities and available cash balance to fund the acquisition of Cardtronics Plc CATM. Notably, in late January ...

Yahoo Finance

Happy Birthday, Nairobi Metropolitan Services
03/19/2021

President Uhuru Kenyatta directed capital city residents to have access ... many traffic lights were not functioning due to lack of funds. Today, all traffic lights in the city centre are working.

the-star.co.ke

Samsung Supports North Texas Food Bank, Other Texas Food Banks After Devastating Ice Storm
03/05/2021

This support comes after additional funds were donated from Samsung to help non profits who are grappling with the ongoing COVID-19 crisis. Story continues “When the Texas community needed a helping hand, the North Texas Food Bank was there to help ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Hedge Fund 5 $350,634,136

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Private Funds



Employees




Brochure Summary

Overview

DCA (“DCA) registered in March 2012 as an exempt reporting advisor. In 2013, DCA applied for status as a registered investment advisor 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 (DCR) 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, 2020 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 and DCR Mortgage Partners VIII, 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, 2022, we managed $313,616,728 of client assets on a discretionary basis and $0 of client assets on a non-discretionary basis.