Comvest Advisors LLC

Search
⚲

Comvest Advisors LLC ✚
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) Copy

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
PE	Comvest Capital Intermediary LLC	2013-04-12		0.0 M
PE	Comvest Capital II International Cayman LP	[2012-02-16]	21.2 M	29.3 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 II LP	[2012-02-16]	123.1 M	32.9 M
	Offered $300,000,000 · Filed 2011-09-08 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining $176,920,000 · Duration One year or less · Commission $1,000,000 · Revenue Decline to Disclose
PE	Comvest Capital LLC	2012-02-16		0.0 M
PE	Comvest Capital SPV Ltd	2012-02-16
PE	Comvest Investment Partners III LP	[2012-02-16]		17.3 M
PE	Comvest Investment Partners II LLC	2012-02-16
PE	KPB Financial Corp - Separately Managed Account	2012-02-16		24.2 M
PE	Nextera Energy Point Beach LLC - Separatly Managed Account	2012-02-16		17.3 M

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
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

Comparable Firms	State	AUM
Blackstone Ireland Fund Management Limited ✚		2,537.8 M
Athyrium Capital Management LP ✚	NY	2,510.8 M
Owl Creek Asset Management LP ✚	NY	2,468.3 M
CAS Investment Partners LLC ✚	CT	2,447.2 M
Medalist Partners LP ✚	NY	2,442.9 M
Oxford Finance Advisors LLC ✚	VA	2,406.9 M
Irenic Capital Management LP ✚	NY	2,398.7 M
Broadriver Asset Management LP ✚	NY	2,342.3 M
Matrix Capital Management Company LP ✚	NH	2,323.7 M
Tiptree Advisors LLC ✚	NY	2,310.8 M

Comvest Advisors LLC

Assets, Funds, Holdings