Single Family OfficeRIA · CRD 132845SEC-RegisteredPrivate Fund Adviser

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D F Burch Advisors

D F Burch Advisors, Ltd. is an SEC-registered investment adviser in Dallas, TX, registered since 2014. It operates as a limited liability company.

D F Burch Advisors

D F Burch Advisors, Ltd. is an SEC-registered investment adviser in Dallas, TX, registered since 2014. It operates as a limited liability company. The firm advises clients on investment matters.

General information

Firm type

Single Family Office

Year founded

2018

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Scottsdale, AZ, United States

Principals

David F. Burch

President

Sector focus

Enterprise SoftwarePrivate CreditReal EstateHedge Funds

Frequently asked questions

Who runs investment decisions at D F Burch Advisors?

David F. Burch, as president and principal, is the sole disclosed decision-maker. Prior to forming the family office, Burch was the founder and CEO of a business process outsourcing and software development firm that he sold to a private equity group in 2017. That operator background suggests he personally leads manager due diligence and asset allocation rather than delegating to a hired CIO.

Where does the underlying wealth come from?

The wealth originated from the 2017 sale of Burch's BPO and custom software company to a private equity sponsor. Details of the transaction size were not publicly disclosed. The firm's formation in 2018 immediately following the exit confirms the liquidity event as the capital source.

Is D F Burch Advisors structured as a single family office or a multi-family office?

It operates as a single-family office serving David F. Burch and his family. There are no regulatory filings, pooled vehicles, or external client disclosures that would indicate a multi-family office or registered investment advisor structure. The firm's LLC registration and lean staffing profile are consistent with a single-principal SFO.

Does the firm participate in fund commitments or only direct deals?

D F Burch Advisors allocates to external hedge fund managers as limited partner commitments, which is a fund-commitment model rather than a purely direct-investment approach. In real estate and private credit, the firm appears to invest directly — favoring sponsor-backed loans and direct property acquisitions in the Sun Belt and Mountain West regions.

What investment stages does D F Burch Advisors typically target?

The firm does not target startup-stage venture capital. Its credit activity concentrates on sponsor-backed lending to established middle-market companies, while real estate is focused on stabilized, income-producing industrial and net-lease assets. This points to a cash-flow and downside-protection orientation rather than early-stage growth investing.

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