← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（05/16/2024）
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC · 所有者与执行高管（CRD 301331）
机构事实页：AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/301331
Schedule A · 直接所有者（25 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| DEGRYSE, LAURENT, J. | 个人 | PARTNER | 是 | NA |
| WEBBER, BRIAN, M | 个人 | PARTNER | 是 | NA |
| JOLIET, JOHN, PAUL | 个人 | PARTNER | 是 | NA |
| MCMAHON, FRANK, VINCENT | 个人 | PARTNER | 是 | NA |
| SHOEMAKER, PETER, VARNER | 个人 | PARTNER | 是 | NA |
| DENBEAU, MICHAEL, LEIGH | 个人 | PARTNER | 是 | NA |
| GELLES, JEFFREY, HERMAN | 个人 | PARTNER | 是 | NA |
| RANGE, GREGORY, PAUL | 个人 | PARTNER | 是 | NA |
| NAJERA, TODD, RICHARD HAROLD | 个人 | MANAGING DIRECTOR | 是 | NA |
| CRC ADC, LLC | 境内实体 | MEMBER | 是 | NA |
| ELIZABETH W SHOEMAKER SEPARATE PROPERTY TRUST ELIZABETH W SHOEMAKER TIEE UA DTD 10-10-11 | 境内实体 | MEMBER | 是 | B |
| SHOEMAKER, PETER, VARNER | 个人 | TRUSTEE OF THE ELIZABETH W SHOEMAKER SEPARATE PROPERTY TRUST ELIZABETH W SHOEMAKER TIEE UA DTD 10-10-11 | 是 | NA |
| JOLIET FAMILY TRUST DATED 10/10/08 | 境内实体 | MEMBER | 是 | B |
| JOLIET, JOHN, PAUL | 个人 | TRUSTEE OF THE JOLIET FAMILY TRUST DATED 10/10/08 | 是 | NA |
| KPC CAPITAL LLC | 境内实体 | MEMBER | 是 | NA |
| THE DEGRYSE FAMILY TRUST | 境内实体 | MEMBER | 是 | B |
| DEGRYSE, LAURENT, J. | 个人 | TRUSTEE OF THE DEGRYSE FAMILY TRUST | 是 | NA |
| THE MCMAHON FAMILY TRUST | 境内实体 | MEMBER | 是 | B |
| MCMAHON, FRANK, VINCENT | 个人 | TRUSTEE OF THE MCMAHON FAMILY TRUST | 是 | NA |
| THE MICHAEL AND TRACEY DENBEAU LIVING TRUST | 境内实体 | MEMBER | 是 | B |
| DENBEAU, MICHAEL, LEIGH | 个人 | TRUSTEE OF THE MICHAEL AND TRACEY DENBEAU LIVING TRUST | 是 | NA |
| WEBBER TRUST AGREEMENT DATED 3/15/04 | 境内实体 | MEMBER | 是 | B |
| WEBBER, BRIAN, M | 个人 | TRUSTEE OF THE WEBBER TRUST AGREEMENT DATED 3/15/04 | 是 | NA |
| SHEPHERD, ANTHONY, WILLIAM | 个人 | CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER | 是 | NA |
| SAAK, INC | 境内实体 | MEMBER | 是 | NA |
Schedule B · 执行高管（4 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| GELLES, JEFFREY, HERMAN | MANAGING MEMBER | 是 |
| CLOUDS REST CAPITAL LLC | MANAGING MEMBER | 是 |
| COHN, KEVIN | MEMBER | 是 |
| PADHYE, AVISHKAR, ATUL | CEO | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
