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| Comvest Advisors LLC
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| |
|---|---|
| CRD # | 160753 |
| SEC # | 801-74325 |
| CIK # | |
| AUM | $4.3 BB (2024-06-24) |
| Employees | 111 (72% Investors, 1% Brokers) |
| Phone | 561-727-2000 |
| Address | 360 S Rosemary West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Comvest Credit Partners V International LP | [2020-02-26] | 573.1 | 224.6 |
| HF | Comvest Credit Partners V LP | [2020-02-26] | 573.1 | 1,181.9 |
| PE | Comvest Credit Partners V Luxembourg Master Fund SCSP | [2020-02-26] | 85.0 | 459.1 |
| PE | CVGH Investors LLC | 2020-02-26 | 14.8 | |
| PE | Comvest Capital IV Luxembourg Master Fund SCSP | [2018-03-30] | 140.0 | 93.1 |
| PE | Comvest Strategic Growth Fund LP | [2018-03-30] | 127.3 | 106.5 |
| PE | Comvest Investment Partners IV-A AIV LP | 2017-03-29 | 0.0 | |
| HF | Comvest Capital IV International LP | [2016-08-15] | 118.8 | 149.3 |
| HF | Comvest Capital IV LP | [2016-08-15] | 487.4 | 683.2 |
| PE | Comvest Capital II International LP | [2016-03-30] | 21.2 | 7.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 19 | 4.3 |
| (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 | 19 | 4.3 |
| By Discretionary | ||
| Discretionary | 19 | 4.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 3.3 | |
| Total | 19 | 4.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Michael Falk | 38 | |||
| Daniel Lee | 34 | |||
| Cecilio Rodriguez | 29 | |||
| Robert OSullivan | 23 | |||
| Michael Altschuler | 18 | |||
| Thomas Clark | 14 | |||
| Greg Reynolds | 14 | |||
| Jason Gelberd | 13 | |||
| John Caple | 8 | |||
| Roger Marrero | 6 | |||
| View All | ||||
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