Investment adviser · CRD 162277

DIRECTED CAPITAL ADVISORS

Investment adviser filing (IA)

DIRECTED CAPITAL ADVISORS, LLC

ST. PETERSBURG, FL, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $420M
Client accounts: 3
Employees: 35
Advisory professionals: 15

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	3	$419,560,313	100.0%

Filing source

Form ADV 2052250 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

DCR MORTGAGE PARTNERS X, LPReal Estate Fund · Last reported Mar 31, 2026$134MGross asset value

Form D fundraising filings

DCR Mortgage Partners X, L.P.

Fund administrator UMB FUND SERVICES, INC. MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US, LLP BOSTON, Massachusetts, United States

Custodian CENTENNIAL BANK CONWAY, Arkansas, United States Related to adviser: No

Custodian NORTH EAST BANK PORTLAND, Maine, United States Related to adviser: No

Custodian SYNOVUS FINANCIAL CORPORATION COLUMBUS, Georgia, United States Related to adviser: No

Custodian VALLEY NATIONAL BANK CLEARWATER, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US, LLP
PCAOB 49

Fund details & source

Fund ID: 805-4362582354
Reported beneficial owners: 100
Minimum commitment: $500K
Form D file number: 021-345937

Form ADV 2052250 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DCR MORTGAGE PARTNERS IX LPReal Estate Fund · Last reported Mar 31, 2026$5.8MGross asset value

Form D fundraising filings

DCR Mortgage Partners IX, LP

Feeder funds

DIRECTED CAPITAL OPPORTUNITY INVESTMENT FUND LLC

Auditor RSM US, LLP BOSTON, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

RSM US, LLP
PCAOB 49

Fund details & source

Fund ID: 805-3352333531
Reported beneficial owners: 47
Minimum commitment: $100K
Form D file number: 021-330892

Form ADV 2052250 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DCR MORTGAGE PARTNERS XI, LPReal Estate Fund · Last reported Apr 29, 2025$109MGross asset value

Form D fundraising filings

DCR Mortgage Partners XI, L.P.

Fund administrator UMB FUND SERVICES, INC. MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US, LLP BOSTON, Massachusetts, United States

Custodian CENTENNIAL BANK CONWAY, Arkansas, United States Related to adviser: No

Custodian FIRST HORIZON BANK TAMPA, Florida, United States Related to adviser: No

Custodian VALLEY NATIONAL BANK CLEARWATER, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US, LLP
PCAOB 49

Fund details & source

Fund ID: 805-5459772982
Reported beneficial owners: 106
Minimum commitment: $500K
Form D file number: 021-496981

Form ADV 1984493 · Apr 29, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DCR MORTGAGE PARTNERS IV, LPHedge Fund · Last reported Mar 31, 2015$20.4MGross asset value

Auditor GREGORY SHARER AND STUART ST. PETERSBURG, Florida, United States

Custodian GOLDMAN SACHS BANK USA DALLAS, Texas, United States Related to adviser: No

Custodian SAS MORTGAGE HOLDINGS TRUST I BELLEAIR BLUFFS, Florida, United States Related to adviser: No

Custodian US BANK SAINT PAUL, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-4030760431
Reported beneficial owners: 90
Minimum commitment: $100K
Form D file number: 021-109745

Form ADV 891967 · Mar 31, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DCR MORTGAGE PARTNERS VII, LPReal Estate Fund · Last reported Apr 29, 2025$20.4MGross asset value

Form D fundraising filings

DCR Mortgage Partners VII, L.P.

Fund administrator UMB FUND SERVICES INC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US, LLP BOSTON, Massachusetts, United States

Custodian VALLEY NATIONAL BANK CLEARWATER, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US, LLP
PCAOB 49

Fund details & source

Fund ID: 805-8933692553
Reported beneficial owners: 100
Minimum commitment: $250K
Form D file number: 021-241349

Form ADV 1984493 · Apr 29, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DCR MORTGAGE PARTNERS VI, LPHedge Fund · Last reported Mar 31, 2019$12.5MGross asset value

Form D fundraising filings

DCR Mortgage Partners VI, L.P.

Auditor GREGORY SHARER AND STUART ST. PETERSBURG, Florida, United States

Custodian GOLDMAN SACHS BANK USA DALLAS, Texas, United States Related to adviser: No

Custodian PACIFIC WESTERN BANK CHICAGO, Illinois, United States Related to adviser: No

Custodian SYNOVUS BANK ST PETERSBURG, Florida, United States Related to adviser: No

Custodian US BANK SAINT PAUL, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

GREGORY SHARER AND STUART
PCAOB 890

Fund details & source

Fund ID: 805-3829404410
Reported beneficial owners: 100
Minimum commitment: $200K
Form D file number: 021-172890

Form ADV 1301484 · Mar 31, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

DCR MORTGAGE PARTNERS III, LPHedge Fund · Last reported Mar 31, 2015$1.24MGross asset value

Fund administrator DCR III INVESTORS, LLC ST. PETERSBURG, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor GREGORY SHARER & STUART ST. PETERSBURG, Florida, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-2369949454
Reported beneficial owners: 100
Minimum commitment: $100K
Form D file number: 021-101091

Form ADV 891967 · Mar 31, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Not reported in these imported fields

Principal office

150 SECOND AVENUE N., SUITE 1600
ST. PETERSBURG, FL, 33701, United States

CRD 162277

Filing source

Form ADV 2052250 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.