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| Comvest PE Advisors LLC
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|---|---|
| CRD # | 338119 |
| SEC # | 801-134409 |
| CIK # | |
| AUM | 1,920.5 M (2026-06-02) |
| Employees | 23 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-727-2000 |
| Address | 360 S Rosemary Ave West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Comvest Investment Partners VI-A LP | [2022-02-25] | 633.3 M | 288.8 M |
| Offered $1,100,000,000 · Filed 2023-08-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $466,695,280 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Comvest Investment Partners VI LP | [2022-02-25] | 633.3 M | 914.1 M |
| Offered $1,100,000,000 · Filed 2023-08-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $466,695,280 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CIP Employee Investors LLC | 2020-02-26 | 4.4 M | |
| PE | Comvest Strategic Growth Fund LP | [2018-03-30] | 127.3 M | 86.9 M |
| Offered $250,000,000 · Filed 2020-04-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $122,660,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Comvest Investment Partners V-A LP | [2015-03-31] | 225.2 M | |
| Offered $850,000,000 · Filed 2014-10-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $850,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Comvest Investment Partners V LP | [2015-03-31] | 269.1 M | |
| Offered $850,000,000 · Filed 2014-10-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $850,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CIP IV Florida Fund LP | [2012-02-16] | 1.0 M | |
| Offered $5,000,000 · Filed 2011-04-06 (D) · Exemption 506, 3(c), 3(c)(7) · Remaining $5,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Comvest Investment Partners IV-A LP | [2012-02-16] | 39.4 M | 10.0 M |
| Offered $500,000,000 · Filed 2011-06-30 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $1,000 · Remaining $460,575,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Comvest Investment Partners IV LP | [2012-02-16] | 259.8 M | 157.0 M |
| Offered $500,000,000 · Filed 2011-06-30 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $1,000 · Remaining $240,167,114 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Comvest IP IV Co-Invest LP | [2012-02-16] | 0.2 M | |
| Offered $5,000,000 · Filed 2011-09-14 (D) · Exemption 506, 3(c), 3(c)(1) · Remaining $5,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 10 | 1.9 |
| (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 | 10 | 1.9 |
| By Discretionary | ||
| Discretionary | 10 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 10 | 1.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Falk | Executive Officer | 42 | 4 | |
| Cecilio Rodriguez | Executive Officer | 33 | 4 | |
| Robert O'sullivan | Executive Officer | 27 | 4 | |
| Peter Kight | Executive Officer | 25 | 3 | |
| Robert Priddy | Executive Officer | 17 | 3 | |
| John Caple | Executive Officer | 11 | 3 | |
| Maneesh Chawla | Executive Officer | 8 | 3 | |
| Thomas Clark | Executive Officer | 14 | 2 | |
| Roger Marrero | Executive Officer | 6 | 2 | |
| Lee Bryan | Executive Officer | 2 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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|---|---|---|
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IL | 1,896.2 M |