Directional Asset Management, LLC

Overview

Directional Asset Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm positions itself as a capital allocator serving both individuals and family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection or oversight of third‑party managers. Fees are charged on a percentage‑of‑AUM basis with the ability to bill hourly or use other arrangements. The firm does not present itself as an active ESG investor. As a capital allocator, Directional blends direct public equity exposure with relationships to external alternative managers and mutual fund sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives