American Discovery Investment Advisors, Llc
- Regulatory AUM
- $279M
- Discretionary
- $279M
- Clients
- 3
- Avg AUM / client
- $93.1M
- Accounts
- 3
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $279M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $251M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| American Discovery Fund Ii, L.P. | Private Equity Fund | Delaware | $168M | 130 |
| American Discovery Fund, L.P. | Private Equity Fund | Delaware | $81.6M | 50 |
| American Discovery Co Invest Fund I, Lp | Private Equity Fund | Delaware | $1.4M | 2 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Padhye, Avishkar, Atul | Ceo | Jul 2016 (10y) | ≈ 0% – 5% via Saak, Inc | |
| Gelles, Jeffrey, Herman | Partner | Nov 2016 (10y) | ≈ 0% – 5% via Clouds Rest Capital Llc | |
| Cohn, Kevin | Member | Dec 2017 (9y) | ≈ 0% – 5% via Kpc Capital Llc | |
| Degryse, Laurent, J. | Partner | Dec 2017 (9y) | Less than 5% | |
| Denbeau, Michael, Leigh | Partner | Dec 2017 (9y) | Less than 5% | |
| Joliet, John, Paul | Partner | Dec 2017 (9y) | Less than 5% | |
| Mcmahon, Frank, Vincent | Partner | Dec 2017 (9y) | Less than 5% | |
| Najera, Todd, Richard Harold | Managing Director | Dec 2017 (9y) | Less than 5% | |
| Range, Gregory, Paul | Partner | Dec 2017 (9y) | Less than 5% | |
| Shoemaker, Peter, Varner | Partner | Dec 2017 (9y) | Less than 5% | |
| Webber, Brian, M | Partner | Dec 2017 (9y) | Less than 5% | |
| Shepherd, Anthony, William | Chief Financial Officer; Chief Compliance Officer | Oct 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Elizabeth W Shoemaker Separate Property Trust Elizabeth W Shoemaker Tiee Ua Dtd 10 10 11 | Member | Dec 2017 | A | 10% – 25% |
| Joliet Family Trust Dated 10/10/08 | Member | Dec 2017 | A | 10% – 25% |
| The Degryse Family Trust | Member | Dec 2017 | A | 10% – 25% |
| The Mcmahon Family Trust | Member | Dec 2017 | A | 10% – 25% |
| The Michael And Tracey Denbeau Living Trust | Member | Dec 2017 | A | 10% – 25% |
| Webber Trust Agreement Dated 3/15/04 | Member | Dec 2017 | A | 10% – 25% |
| Crc Adc, Llc | Member | Dec 2017 | A | Less than 5% |
| Kpc Capital Llc | Member | Dec 2017 | A | Less than 5% |
| Saak, Inc | Member | Sep 2019 | A | Less than 5% |
| Clouds Rest Capital Llc | Managing Member | Sep 2017 | B | ≈ 0% – 5% via Crc Adc, Llc |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Padhye, Avishkar, Atul: 75% – 100% of Saak, Inc × 0% – 5% direct ≈ 0% – 5% of the firm
- Gelles, Jeffrey, Herman: 75% – 100% of Clouds Rest Capital Llc × 75% – 100% of Crc Adc, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Cohn, Kevin: 75% – 100% of Kpc Capital Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Clouds Rest Capital Llc: 75% – 100% of Crc Adc, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $251M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| American Discovery Fund Ii, L.P. | Private Equity Fund | $168M | $5.0M | 130 |
| American Discovery Fund, L.P. | Private Equity Fund | $81.6M | $5.0M | 50 |
| American Discovery Co Invest Fund I, Lp | Private Equity Fund | $1.4M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1.87 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗