Directed Capital Advisors

Directed Capital Advisors, LLC, established in May 2013, is a registered investment adviser specializing in discretionary portfolio management services for limited partnerships focused on commercial real estate loans and assets. The firm, based in St. Petersburg, FL, is owned by Directed Capital Resources, LLC, with Christopher S. Moench as the principal owner. Directed Capital manages client assets totaling $395,894,147 on a discretionary basis as of December 31, 2024. The firm's fee structure is based on clients' capital commitments and contributions, deducted directly from their accounts. Directed Capital does not engage in performance-based fees or side-by-side management. The firm provides services to accredited investors and qualified clients, offering advice on commercial real estate investments, with a focus on income generation and risk management. Investment decisions are tailored to clients' objectives and risk tolerance. Directed Capital emphasizes risk factors such as real estate market conditions, interest rate fluctuations, and force majeure events. The firm's investment philosophy prioritizes client interests, with an emphasis on alignment of financial incentives and compliance with ethical standards. Clients receive regular account reviews and detailed performance reports to ensure transparency and accountability. Directed Capital Advisors, LLC does not participate in Wrap Fee Programs and operates with a fiduciary duty to act in the best interests of its clients.