Directed Capital Advisors, Llc
- Regulatory AUM
- $420M
- Discretionary
- $420M
- Clients
- 3
- Avg AUM / client
- $140M
- Accounts
- 3
- Employees
- 35
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $420M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $351M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Dcr Mortgage Partners X, Lp | Real Estate Fund | Delaware | $276M | 100 |
| Dcr Mortgage Partners Vii, Lp | Real Estate Fund | Delaware | $45.1M | 100 |
| Dcr Mortgage Partners Xi, Lp | Real Estate Fund | Delaware | $21.9M | 18 |
| Dcr Mortgage Partners Ix Lp master | Real Estate Fund | Delaware | $7.7M | 47 |
| Dcr Mortgage Partners Viii, Lp | Real Estate Fund | Delaware | $339K | 1 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amano, Lance, Bryan | Senior Vice President | Dec 2011 (15y) | Less than 5% | |
| Moench, Christopher, Scott | Chief Executive Officer & Chief Compliance Officer | Dec 2011 (15y) | 50% – 75% | |
| Savage, John, Wallace | Senior Vice President | Dec 2011 (15y) | 10% – 25% | |
| Childs, Joseph, Cameron | Chief Operating Officer | Dec 2023 (3y) | Less than 5% | |
| Griffin, Nicholas, William | Executive Vice President | Dec 2023 (3y) | Less than 5% | |
| Mcginn, Michael, Patrick | Executive Vice President | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Directed Capital Resources, Llc | Parent Company | Dec 2011 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $351M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Dcr Mortgage Partners X, Lp | Real Estate Fund | $276M | $500K | 100 |
| Dcr Mortgage Partners Vii, Lp | Real Estate Fund | $45.1M | $250K | 100 |
| Dcr Mortgage Partners Xi, Lp | Real Estate Fund | $21.9M | $500K | 18 |
| Dcr Mortgage Partners Ix Lp | Real Estate Fund | $7.7M | $100K | 47 |
| Dcr Mortgage Partners Viii, Lp | Real Estate Fund | $339K | $250K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.45 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • A PERCENTAGE OF LP UNRETURNED CAPITAL CONTRIBUTIONS
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗