Direct Lending Investments, LLC is a large advisory firm based in Glendale. It manages $866.3 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.
Direct Lending Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as lending agent.
The assets under management (AUM) of Direct Lending Investments, LLC is $866.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and $216.87 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Direct Lending Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Renee Elizabeth Labran is pooled investment vehicles with 3 clients and $866.3 million of assets under management. Among the 6 most similar advisory firms, Direct Lending Investments has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $866.3 million for 3 clients. 33% of the firm’s clients are foreign persons or businesses.
Direct Lending Investments also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 27 people that are either part- or full-time employees. 26 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Renee Elizabeth Labran has been acting as President since 1 Jun 2016. Bryce C Mason has served as the Chief Investment Officer since 1 Jul 2015. Stephan B Ballas joined the executive team most recently as the General Counsel.
The principal office where Direct Lending Investments, LLC performs its advisory services is located at 550 N. Brand Blvd., Glendale, CA 91203, 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 213-234-1770 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.