Investment adviser · CRD 301331

AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Jun 2, 2026

Regulatory AUM
$279M
Form ADV · Item 5.F
Client accounts
3
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
11
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles3$279,325,049100.0%
Filing source

Form ADV 2109336 · Jun 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AMERICAN DISCOVERY FUND II, L.P.Private Equity Fund · Last reported Jun 2, 2026$218MGross asset value

Form D fundraising filings

AMERICAN DISCOVERY FUND II, L.P.

Fund administrator APEX FUND SOLUTIONS (INDIANA) INC EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP LOS ANGELES, California, United States
Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian WESTERN ALLIANCE BANK PHOENIX, Arizona, United States Related to adviser: No
Marketer METRIC POINT CAPITAL STAMFORD, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, LLP
PCAOB 243

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-7853853349
Reported beneficial owners
209
Minimum commitment
$5M
Form D file number
021-455584

Form ADV 2109336 · Jun 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AMERICAN DISCOVERY FUND, L.P.Private Equity Fund · Last reported Jun 2, 2026$59.3MGross asset value

Form D fundraising filings

American Discovery Fund, L.P.

Fund administrator APEX FUND SOLUTIONS (INDIANA) INC EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP LOS ANGELES, California, United States
Custodian 1ST CENTURY BANK LOS ANGELES, California, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

1ST CENTURY BANK
LEI FQ9OWD2JWZV45R7F9T38

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-7048905118
Reported beneficial owners
72
Minimum commitment
$5M
Form D file number
021-313650

Form ADV 2109336 · Jun 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AMERICAN DISCOVERY CO-INVEST FUND I, LPPrivate Equity Fund · Last reported Jun 2, 2026$2.26MGross asset value
Fund administrator APEX FUND SOLUTIONS (INDIANIA) INC EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP LOS ANGELES, California, United States
Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-8097409118
Reported beneficial owners
3
Minimum commitment
$0

Form ADV 2109336 · Jun 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 2, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

11150 SANTA MONICA BLVD, SUITE 1425
LOS ANGELES, CA, 90025-6383, United States

CRD 301331

Filing source

Form ADV 2109336 · Jun 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.