AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 301331
- Registered since
- September 23, 2022
- Website
- americandiscoverycapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
American Discovery Investment Advisors, LLC is an SEC-registered private equity manager organized as an LLC and registered in 2022. The firm targets institutional clients and provides portfolio management for pooled investment vehicles. Its compensation combines a percentage-of-AUM fee with performance-based fees, consistent with private equity economics. The adviser is not positioned as an ESG-focused investor, is not a multi-state adviser, and does not operate as a dedicated capital allocator. Corporate roles reported include acting as sponsor, general partner, and managing member of pooled investment vehicles; the firm also has broker-dealer affiliations.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BRIAN WEBBER
CEOCRD 2390733
Contacts
3 of 8FRANK MCMAHON
Founding PartnerCRD 1744316
GREGORY RANGE
PartnerCRD 1688598
PETER SHOEMAKER
PartnerCRD 1601030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11150 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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