Private fund adviser · West Palm Beach, FL
Comvest Advisors LLC
SEC-registered investment adviser · CRD 160753 · SEC 801-74325
At a glance
Comvest Advisors LLC is an SEC-registered investment adviser based in West Palm Beach, Florida, with $2.4 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,499th of 4,686 private fund advisers and 3,240th of 17,210 SEC-registered advisers by assets.
Main office 561-727-2000comvest.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.4B
- Rank among private fund advisers
- #1,499 of 4,686
- Rank among all SEC RIAs
- #3,240 of 17,210
- Rank in Florida
- #147 of 1,090
- Clients
- 8
- Accounts
- 8
- Discretionary
- 100% of AUM
- Employees
- 150
- Advisory staff
- 128
- Offices
- 4
Owners and executives on its Form ADV
- Cecilio M. RodriguezChief Compliance Officer
- Robert A. O'SullivanManaging Partner
- Michael S. FalkFounder/ceo/managing Partner
- Gregory W. ReynoldsPartner
- Jason P. GelberdPartner
- Michael L. AltschulerGeneral Counsel
- Deborah M. NordellChief Financial Officer
Custody and brokerage
Custodian
Comvest Advisors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Comvest Advisors LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 8 | $2.4B | 100% |
Private funds
Comvest Advisors LLC reports 8 private funds with $2.4B in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Comvest Advisors LLC answers yes to 11 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗comvest.com ↗
AtlasMembers
The full record on Comvest Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,775 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Comvest Advisors LLC manage?
Comvest Advisors LLC reports $2.4 billion in regulatory assets under management across 8 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Comvest Advisors LLC?
Comvest Advisors LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Comvest Advisors LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($2.4 billion, 8 clients).
Does Comvest Advisors LLC manage private funds?
Yes. It reports 8 private funds with $2.4 billion in gross assets, including hedge funds, private equity funds.
Does Comvest Advisors LLC have any disciplinary history?
Comvest Advisors LLC answers yes to 11 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Comvest Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →