DIRECTED CAPITAL ADVISORS

RIASEC RegisteredEst. 2013
Total AUM
$420M
Discretionary
$420M
100% of AUM
Avg account
$140M
Accounts
3
Employees
35
Advisory reps
5

Firm details

Headquarters
ST PETERSBURG, Florida
CRD number
162277
Registered since
May 21, 2013
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Directed Capital Advisors is an SEC-registered limited liability company formed in 2013 that operates as a real estate fund manager serving institutional investors. The firm’s primary advisory role is running pooled investment vehicles—acting as sponsor, general partner and managing member for its real estate products rather than operating as a third-party capital allocator. It reports a nonstandard fee structure, does not identify as an active ESG investor, and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Joseph Childs

    Executive Vice President & COOCRD 6931148

  • CHRISTOPHER MOENCH

    President and Chief Executive OfficerCRD 1950965

Contacts

3 of 3
  • MICHAEL MCGINN

    Director of Asset ManagementCRD 6039311

  • Deeann Kronenwetter

    Sr. Vice PresidentCRD 8065312

  • JOHN SAVAGE

    Senior Vice PresidentCRD 6039305

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ST PETERSBURG, FL

PINELLAS

Location

ST PETERSBURG, FL

Headquartered in ST PETERSBURG, FL, in the South of the United States.

Region
South
County
PINELLAS
Address
150 2nd Ave N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth