|
⚲
|
| Comvest PE Advisors LLC
✚
|
|
|---|---|
| CRD # | 338119 |
| SEC # | 801-134409 |
| CIK # | |
| AUM | $1.9 B (2026-06-02) |
| Employees | 23 (83% Investors, 0% Brokers) |
| Phone | 561-727-2000 |
| Address | 360 S Rosemary Ave West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Comvest Investment Partners VI-A LP | [2022-02-25] | 633.3 | 288.8 |
| PE | Comvest Investment Partners VI LP | [2022-02-25] | 633.3 | 914.1 |
| PE | CIP Employee Investors LLC | 2020-02-26 | 4.4 | |
| PE | Comvest Strategic Growth Fund LP | [2018-03-30] | 127.3 | 86.9 |
| PE | Comvest Investment Partners V-A LP | [2015-03-31] | 0.0 | 225.2 |
| PE | Comvest Investment Partners V LP | [2015-03-31] | 0.0 | 269.1 |
| PE | CIP IV Florida Fund LP | [2012-02-16] | 0.0 | 1.0 |
| PE | Comvest Investment Partners IV-A LP | [2012-02-16] | 39.4 | 10.0 |
| PE | Comvest Investment Partners IV LP | [2012-02-16] | 259.8 | 157.0 |
| PE | Comvest IP IV Co-Invest LP | [2012-02-16] | 0.0 | 0.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 1.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 1.9 |
| By Discretionary | ||
| Discretionary | 10 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 10 | 1.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Falk | 42 | 4 | ||
| Cecilio Rodriguez | 33 | 4 | ||
| Robert OSullivan | 27 | 4 | ||
| Peter Kight | 25 | 3 | ||
| Robert Priddy | 17 | 3 | ||
| John Caple | 11 | 3 | ||
| Maneesh Chawla | 8 | 3 | ||
| Thomas Clark | 14 | 2 | ||
| Roger Marrero | 6 | 2 | ||
| Lee Bryan | 2 | 1 | ||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Behrman Brothers Management Company LP
✚
|
NY | 1.9 |
|
Capital Z Partners Management LLC
✚
|
FL | 1.9 |
|
Lorient Capital Management LLC
✚
|
FL | 1.9 |
|
Brooke Private Equity Associates Management LLC
✚
|
MA | 1.9 |
|
Entrepreneurial Equity Partners LP
✚
|
IL | 1.9 |
|
Legalist Inc
✚
|
CA | 1.9 |
|
Carousel Capital Management Company LP
✚
|
NC | 1.9 |
|
Saratoga Management Company LLC
✚
|
NY | 1.9 |
|
Halifax Investment Management LLC
✚
|
NC | 1.9 |
|
Beecken Petty O'Keefe & Company LLC
✚
|
IL | 1.9 |