COMVEST ADVISORS LLC
Latest filing: Mar 28, 2025 (221 days ago)
AUM
$3,576,436,976
-16% change vs. 1 year ago
-30% change vs. 3 years ago
-7% change vs. 5 years ago
64% change vs. 10 years ago
Employee Count
136
23% change vs. 1 year ago
40% change vs. 3 years ago
72% change vs. 5 years ago
157% change vs. 10 years ago
Main Office
WEST PALM BEACH, FL
360 S. ROSEMARY, WEST PALM BEACH, FL, UNITED STATES, 33401
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.6 |
| Non-Discretionary | $0.0 |
| Total | $3.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.6 |
| Institutional | $0.0 |
| Total | $3.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| COMVEST CREDIT ADVISORS, LLC | $8.4 | 311663 | |
| COMMONWEALTH CREDIT ADVISORS, LLC | $1.9 | 312541 | |
| COMVEST CREDIT MANAGERS, LLC | $1.0 | 322342 | |
| COMVEST CREDIT V GP, L.P. | $0.0 | - | |
| COMVEST CREDIT ADVISORS (LUXEMBOURG), LLC | $0.0 | 323098 | |
| COMVEST EQUITY ADVISORS, LLC | $0.0 | 315248 | |
| COMVEST CAPITAL III PARTNERS, L.P. | $0.0 | - | |
| COMVEST SG PARTNERS, L.P. | $0.0 | - | |
| COMVEST V PARTNERS, L.P. | $0.0 | - | |
| COMVEST CAPITAL IV PARTNERS, L.P. | $0.0 | - | |
| COMVEST CAPITAL IV PARTNERS GP, SARL | $0.0 | - | |
| COMVEST IV PARTNERS, L.P. | $0.0 | - | |
| COMVEST CAPITAL II PARTNERS, L.P. | $0.0 | - | |
| COMVEST CREDIT V PARTNERS GP, SARL | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
15 active
| Name | Title |
|---|---|
| RODRIGUEZ, CECILIO, MANUEL | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER |
| O'SULLIVAN, ROBERT, ANTHONY | MANAGING PARTNER |
| FALK, MICHAEL, STEWART | FOUNDER/CEO/MANAGING PARTNER, MANAGING MEMBER, LIMITED PARTNER |
| LEE, DANIEL, CHARLES | PARTNER |
| MARRERO, ROGER, JOSE | MANAGING PARTNER |
| REYNOLDS, GREGORY, WALTER | PARTNER |
| GELBERD, JASON, PHILLIP | PARTNER |
| ALTSCHULER, MICHAEL, LEE | GENERAL COUNSEL |
| CHAWLA, MANEESH, KUMAR | PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $3.6 | $0.0 | 0% | 136 | 0 | 0% |
| 2025-04-21 | $3.6 | $0.0 | 0% | 136 | 0 | 0% |
| 2024-04-02 | $4.3 | -$0.7 | -16% | 111 | 25 | 23% |
| 2023-04-04 | $4.3 | -$0.8 | -18% | 95 | 41 | 43% |
| 2022-04-01 | $5.1 | -$1.5 | -30% | 97 | 39 | 40% |
| 2021-04-05 | $4.7 | -$1.2 | -25% | 92 | 44 | 48% |
| 2020-04-01 | $3.9 | -$0.3 | -7% | 79 | 57 | 72% |
| 2019-04-01 | $3.4 | $0.2 | 6% | 73 | 63 | 86% |
| 2018-04-02 | $3.2 | $0.4 | 13% | 63 | 73 | 116% |
| 2017-04-01 | $2.6 | $1.0 | 38% | 68 | 68 | 100% |
| 2016-04-01 | $2.6 | $1.0 | 40% | 61 | 75 | 123% |
| 2015-04-01 | $2.2 | $1.4 | 64% | 53 | 83 | 157% |
| 2014-04-01 | $1.2 | $2.4 | 206% | 48 | 88 | 183% |
| 2013-04-01 | $1.3 | $2.3 | 182% | 42 | 94 | 224% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, FL-03/28/2012, IL-04/03/2016, NY-03/29/2017 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV