AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$279M
Discretionary
$279M
100% of AUM
Avg account
$93.1M
Accounts
3
Employees
11
Advisory reps
9

Firm details

Headquarters
Los Angeles, California
CRD number
301331
Registered since
September 23, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BRIAN WEBBER

    CEOCRD 2390733

Contacts

3 of 8
  • FRANK MCMAHON

    Founding PartnerCRD 1744316

  • GREGORY RANGE

    PartnerCRD 1688598

  • PETER SHOEMAKER

    PartnerCRD 1601030

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth