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Partner · Comvest Credit Advisors, LLC

Jason P. Gelberd

CRD 4964600 · Named on Form ADV at 4 SEC-registered advisers

At a glance

Comvest Credit Advisors, LLC, an SEC-registered private fund adviser based in West Palm Beach, FL with $9.3 billion in regulatory assets, lists Jason P. Gelberd on its Form ADV as Partner, a control person. The SEC filings also name Jason at 3 other registered advisers.

Firms and roles

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
4 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Jason on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.