Direct Lending Income Fund Advisors, LLC (La Canada)

Name: Direct Lending Income Fund Advisors, LLC
Address: 1150 Foothill Boulevard, La Canada, CA, 91011
Telephone: 213-479-2879

Direct Lending Income Fund Advisors, LLC is a large advisory firm based in La Canada. It manages $508.93 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Direct Lending Income Fund Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Direct Lending Income Fund Advisors: assets under management

The assets under management (AUM) of Direct Lending Income Fund Advisors, LLC is $508.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 508831% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $508.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $508.93 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Direct Lending Income Fund Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Direct Lending Income Fund Advisors, LLC

Bryce C Mason has served as the Chief Investment Officer since 1 Jul 2015. James Alexander joined the executive team most recently as the Head Of Research.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bryce C Mason	Chief investment officer	1 Jul 2015	Other	6642391
Brendan Matthew Ross	President, managing member	1 Sep 2015	75% - 100%	5245330
Lawrence Brogan	Chief financial officer & chief compliance officer	1 Dec 2015	Other	2365209
James Alexander	Head of research	1 Mar 2016	Other	2538716

Based in La Canada

The principal office where Direct Lending Income Fund Advisors, LLC performs its advisory services is located at 1150 Foothill Boulevard, La Canada, CA 91011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-479-2879 or by fax 213-221-4772. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at dirlend.com.