American Discovery Investment Advisors LLC and its affiliates manage private equity funds focused on lower-middle market companies, particularly founder-led and family-owned businesses across various industries such as business and technology services, healthcare, financial technology, and software. The firm exclusively manages pooled investment vehicles (Funds) rather than individual client accounts. Investment advice and services are provided directly to the Funds in accordance with their governing documents, and the firm does not offer individual financial planning, wealth management, or personal portfolio management services. Investors in the Funds consist of qualified institutional and high-net-worth investors, including employees of the firm and family members, who meet specific regulatory suitability and net worth requirements.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.