Private fund adviser · West Palm Beach, FL
Comvest Credit Advisors, LLC
SEC-registered investment adviser · CRD 311663 · SEC 801-120234
At a glance
Comvest Credit Advisors, LLC is an SEC-registered investment adviser based in West Palm Beach, Florida, with $9.3 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 654th of 4,686 private fund advisers and 1,444th of 17,210 SEC-registered advisers by assets.
Main office 561-727-2000comvest.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $9.3B
- Rank among private fund advisers
- #654 of 4,686
- Rank among all SEC RIAs
- #1,444 of 17,210
- Rank in Florida
- #50 of 1,090
- Clients
- 12
- Accounts
- 12
- 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 Credit 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 Credit 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 | 12 | $9.3B | 100% |
Private funds
Comvest Credit Advisors, LLC reports 12 private funds with $9.2B in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Comvest Credit Advisors, LLC answers yes to 12 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 Credit 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, 4 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,021 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
- 6Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Comvest Credit Advisors, LLC manage?
Comvest Credit Advisors, LLC reports $9.3 billion in regulatory assets under management across 12 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Comvest Credit Advisors, LLC?
Comvest Credit 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 Credit Advisors, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($9.3 billion, 12 clients).
Does Comvest Credit Advisors, LLC manage private funds?
Yes. It reports 12 private funds with $9.2 billion in gross assets, including hedge funds, private equity funds.
Does Comvest Credit Advisors, LLC have any disciplinary history?
Comvest Credit Advisors, LLC answers yes to 12 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 Credit 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 →