Private fund adviser · LOS Angeles, CA
American Discovery Investment Advisors, LLC
SEC-registered investment adviser · CRD 301331 · SEC 801-126613
At a glance
American Discovery Investment Advisors, LLC is an SEC-registered investment adviser based in LOS Angeles, California, with $279 million in regulatory assets under management as of its Form ADV filed June 2, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,690th of 4,686 private fund advisers and 10,540th of 17,210 SEC-registered advisers by assets.
Main office 310-481-8700americandiscoverycapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $279M
- Rank among private fund advisers
- #3,690 of 4,686
- Rank among all SEC RIAs
- #10,540 of 17,210
- Rank in California
- #1,209 of 1,873
- Clients
- 3
- Accounts
- 3
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- Brian M WebberPartner
- John P. JolietPartner
- Frank V. McMahonPartner
- Laurent J. DegrysePartner & Chief Compliance Officer
- Peter V. ShoemakerPartner
- Michael L. DenbeauPartner
- Jeffrey H. GellesPartner
- Gregory P. RangePartner
- Todd R. NajeraManaging Director
- Peter V. ShoemakerTrustee of the Elizabeth W Shoemaker Separate Property Trust Elizabeth W Shoemaker Tiee UA DTD 10-10-11
- John P. JolietTrustee of the Joliet Family Trust Dated 10/10/08
- Laurent J. DegryseTrustee of the Degryse Family Trust
Custody and brokerage
Custodian
American Discovery Investment Advisors, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
American Discovery Investment Advisors, LLC is a hybrid RIA: 10 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: American Discovery Advisors, LLC.
- American Discovery Advisors, LLC ↗CRD 287488
Its Form ADV brochure (filed March 2026) names American Discovery Advisors as the broker-dealer its advisers are registered with.
Members of the Investment Committees for ADF I and ADF II are registered representatives of American Discovery Advisors, a registered broker -dealer and affiliate of the Firm .
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $279M | 100% |
Private funds
American Discovery Investment Advisors, LLC reports 3 private funds with $279M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
American Discovery Investment Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗americandiscoverycapital.com ↗
AtlasMembers
The full record on American Discovery Investment Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 2,004 peers of its type and size
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- Owners and executives, with titles and stakes
- 15 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does American Discovery Investment Advisors, LLC manage?
American Discovery Investment Advisors, LLC reports $279 million in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 2, 2026.
What kind of firm is American Discovery Investment Advisors, LLC?
American Discovery Investment Advisors, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are American Discovery Investment Advisors, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($279 million, 3 clients).
Does American Discovery Investment Advisors, LLC manage private funds?
Yes. It reports 3 private funds with $279 million in gross assets, including private equity funds.
Does American Discovery Investment Advisors, LLC have any disciplinary history?
American Discovery Investment Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is American Discovery Investment Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →