DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Directed Capital Advisors
Directed Capital Advisors
Private equity with venture activity · probableSt. Petersburg, FLdirectedcapital.comSEC registered investment adviser
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registered adviser; venture funds are 0% of 5 private funds
Importance
31
moderate
Active deployment
0
low
Emerging
0
low
Completeness
44
elevated
Freshness
100
high
Research priority
9
low
Identity and regulatory footprint
- Headquarters
- St. Petersburg, FLadviserinfo.sec.gov
- Office address
- 150 SECOND AVENUE N., SUITE 1600, St. Petersburg, FL, 33701adviserinfo.sec.gov
- Business phone
- 727-341-8380adviserinfo.sec.gov
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jun 25, 2024
- Private funds reported
- 5 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $351Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $364Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 40
- Owners on Schedule A
- Directed Capital Resources, LLC (Parent Company), E
- business phone
- 727-341-8380adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- boston, pittsburgh
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
30 current, 1 departed
Chris Moench
Founder or executivePresident
Christopher Scott Moench
Managing partnerManaging Member · since Dec 1, 2011
Joseph Cameron Childs
Platform and operationsChief Operating Officer · since Dec 1, 2023
Loan Originations
Platform and operationsFinance, Operations, & Administration
Marty Rittinger
Platform and operationsExecutive Assistant
Cam Childs
Vice presidentExecutive Vice President
Cj Moench
Vice presidentVice President
Dave Jenkins
Vice presidentSenior Vice President
Deeann Kronenwetter
Vice presidentSenior Vice President
Erin A. Warren
Vice presidentAssistant Vice President
George Daicoff
Vice presidentVice President
Greg Bulleit
Vice presidentSenior Vice President
Jasmine Coleman
Vice presidentSenior Vice President
John Savage
Vice presidentSenior Vice President
John Wallace Savage
Vice presidentSenior Vice President · since Dec 1, 2011
Jordan Zavislak
Vice presidentSenior Vice President
Kathleen Mott
Vice presidentVice President
Kevin Twomey
Vice presidentSenior Vice President
Kyle Moore
Vice presidentSenior Vice President
Lance Amano
Vice presidentSenior Vice President
Lance Bryan Amano
Vice presidentSenior Vice President · since Dec 1, 2011
Lisa Adams
Vice presidentVice President
Matt Mills
Vice presidentVice President
Michael Patrick Mcginn
Vice presidentExecutive Vice President · since Dec 1, 2023
Mike McGinn
Vice presidentExecutive Vice President
Morgan Savage
Vice presidentSenior Vice President
Nicholas William Griffin
Vice presidentExecutive Vice President · since Dec 1, 2023
Thomas Bulls
Vice presidentVice President
Timothy Dinsdale
Vice presidentVice President
Will Hough
Vice presidentSenior Vice President
1 departed (kept with end dates)
- Stacy Jane Ames · Chief Financial Officer, Secretary, Chief Compliance Officer · Dec 1, 2011 to Jun 15, 2023 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
3 dated events
- Jun 15, 2023Stacy Jane Ames (Chief Financial Officer, Secretary, Chief Compliance Officer) no longer on Schedule A of Directed Capital Advisors
- Jan 1, 2018Joseph Cameron Childs joined Schedule A of Directed Capital Advisors as Senior Vice President
- Mar 16, 2012Directed Capital Advisors first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 5 private funds
Evidence
44 observations from 2 sources