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| Happy Holidays!! thanks for using AUM13F!! |
| Comvest Advisors LLC
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| CRD # | 160753 |
| SEC # | 801-74325 |
| CIK # | |
| AUM | $3.6 B (2025-03-28) |
| Employees | 136 (74% Investors, 0% Brokers) |
| Phone | 561-727-2000 |
| Address | 360 S Rosemary West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Comvest Credit Partners V International LP | [2020-02-26] | 573.1 | 214.1 |
| HF | Comvest Credit Partners V LP | [2020-02-26] | 573.1 | 1,211.2 |
| PE | Comvest Credit Partners V Luxembourg Master Fund SCSP | [2020-02-26] | 85.0 | 450.8 |
| PE | CVGH Investors LLC | 2020-02-26 | 10.8 | |
| PE | Comvest Capital IV Luxembourg Master Fund SCSP | [2018-03-30] | 140.0 | 79.0 |
| PE | Comvest Strategic Growth Fund LP | [2018-03-30] | 127.3 | 110.6 |
| PE | Comvest Investment Partners IV-A AIV LP | 2017-03-29 | 0.0 | |
| HF | Comvest Capital IV International LP | [2016-08-15] | 118.8 | 115.5 |
| HF | Comvest Capital IV LP | [2016-08-15] | 487.4 | 522.1 |
| PE | Comvest Capital II International LP | [2016-03-30] | 21.2 | 7.1 |
| 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 | 18 | 3.6 |
| (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 | 18 | 3.6 |
| By Discretionary | ||
| Discretionary | 18 | 3.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 2.7 | |
| Total | 18 | 3.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Michael Falk | 40 | |||
| Daniel Lee | 36 | |||
| Cecilio Rodriguez | 31 | |||
| Robert OSullivan | 25 | |||
| Michael Altschuler | 19 | |||
| Greg Reynolds | 16 | |||
| Jason Gelberd | 15 | |||
| Thomas Clark | 14 | |||
| John Caple | 11 | |||
| Roger Marrero | 6 | |||
| View All | ||||
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