American Discovery Investment Advisors, LLC

Fee-Only (% of Portfolio)

American Discovery Investment Advisors provides strategic private equity services focused on lower-middle market companies, particularly founder-led and family-owned businesses, in various industries. The firm serves as an investment advisor to American Discovery Fund, L.P. and other affiliated funds. Investment advice is provided directly to each fund, not to individual investors. The firm manages the funds according to their investment objectives and limitations.

Assets Under Management$290M
Clients3
AdvisorsN/A
Avg. per Client$95M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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