⚲
|
Comvest Advisors LLC
✚
| |
---|---|
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) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 19 | 4.3 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 19 | 4.3 |
By Discretionary | ||
Discretionary | 19 | 4.3 |
Non-Discretionary | 0 | 0.0 |
Total | 19 | 4.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.9 | |
United States Persons | 3.3 | |
Total | 19 | 4.3 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Michael Falk | 38 | |||
Daniel Lee | 34 | |||
Cecilio Rodriguez | 29 | |||
Robert OSullivan | 23 | |||
Michael Altschuler | 18 | |||
Thomas Clark | 14 | |||
Greg Reynolds | 14 | |||
Jason Gelberd | 13 | |||
John Caple | 8 | |||
Roger Marrero | 6 | |||
View All |
Comparable Firms | State | AUM ($BB) |
---|---|---|
JC Flowers & Co LLC
✚
|
NY | 4.4 |
Brinley Partners LP
✚
|
NY | 4.3 |
First Sentier Infrastructure Managers International Limited
✚
|
4.3 | |
Evanston Capital Management LLC
✚
|
IL | 4.3 |
HC Capital Partners LLC
✚
|
PA | 4.2 |
E Capital Management LP
✚
|
NY | 4.2 |
Carrington Capital Management LLC
✚
|
CT | 4.1 |
Hill Path Capital LP
✚
|
NY | 4.1 |
Vector Capital Management LP
✚
|
CA | 4.1 |
Cyrus Capital Partners LP
✚
|
NY | 4.0 |