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| Comvest Advisors LLC
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| CRD # | 160753 |
| SEC # | 801-74325 |
| CIK # | |
| AUM | 2,429.5 M (2026-03-31) |
| Employees | 150 (85% Investors, 1% Brokers) |
| Phone | 561-727-2000 |
| Address | 360 S Rosemary West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Comvest Credit Partners V International LP | [2020-02-26] | 573.1 M | 211.5 M |
| Offered $1,250,000,000 · Filed 2020-06-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $676,925,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Comvest Credit Partners V LP | [2020-02-26] | 573.1 M | 1,141.2 M |
| Offered $1,250,000,000 · Filed 2020-06-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $676,925,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Comvest Credit Partners V Luxembourg Master Fund SCSP | [2020-02-26] | 85.0 M | 424.3 M |
| Offered $1,250,000,000 · Filed 2020-09-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining $1,165,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Comvest Capital IV Luxembourg Master Fund SCSP | [2018-03-30] | 140.0 M | 62.0 M |
| Offered $150,000,000 · Filed 2017-12-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000,000 · Remaining $10,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Comvest Investment Partners IV-A AIV LP | 2017-03-29 | 0.0 M | |
| HF | Comvest Capital IV International LP | [2016-08-15] | 118.8 M | 97.2 M |
| Offered $650,000,000 · Filed 2017-11-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $531,250,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Comvest Capital IV LP | [2016-08-15] | 487.4 M | 430.8 M |
| Offered $650,000,000 · Filed 2017-11-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $162,620,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Comvest Capital II International LP | [2016-03-30] | 21.2 M | 7.1 M |
| Offered $300,000,000 · Filed 2011-04-19 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining $278,800,000 · Duration One year or less · Commission $6,000,000 · Revenue Decline to Disclose | ||||
| PE | Comvest Capital III International LP | [2014-03-28] | 80.2 M | 13.9 M |
| Offered $450,000,000 · Filed 2015-06-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $369,800,000 · Duration One year or less · Commission $875,000 · Revenue Decline to Disclose | ||||
| PE | Comvest Capital III LP | [2014-03-28] | 369.2 M | 48.5 M |
| Offered $450,000,000 · Filed 2015-06-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $80,845,000 · Duration One year or less · Commission $875,000 · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 2.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 2.4 |
| By Discretionary | ||
| Discretionary | 8 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 1.6 | |
| Total | 8 | 2.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Falk | Director, Executive Officer | 42 | 4 | |
| Cecilio Rodriguez | Executive Officer | 33 | 4 | |
| Robert O'sullivan | Executive Officer | 27 | 4 | |
| Daniel Lee | Executive Officer | 37 | 3 | |
| Peter Kight | Director, Executive Officer | 25 | 3 | |
| Michael Altschuler | Executive Officer | 21 | 3 | |
| Greg Reynolds | Executive Officer | 18 | 3 | |
| Jason Gelberd | Executive Officer | 17 | 3 | |
| Robert Priddy | Director, Executive Officer | 17 | 3 | |
| Geoffrey Alexander | Director | 4 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
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