Private fund adviser · West Palm Beach, FL
Comvest Credit Managers, LLC
SEC-registered investment adviser · CRD 322342 · SEC 801-126178
At a glance
Comvest Credit Managers, LLC is an SEC-registered investment adviser based in West Palm Beach, Florida, with $957 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is business development companies. By Form ADV it is a private fund adviser, ranked 2,355th of 4,686 private fund advisers and 5,505th of 17,210 SEC-registered advisers by assets.
Main office 561-727-2000comvest.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $957M
- Rank among private fund advisers
- #2,355 of 4,686
- Rank among all SEC RIAs
- #5,505 of 17,210
- Rank in Florida
- #276 of 1,090
- Clients
- 3
- Accounts
- 3
- 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
- Michael L. AltschulerGeneral Counsel
- Jason P. GelberdPartner
- Deborah M. NordellChief Financial Officer
Custody and brokerage
Custodian
Comvest Credit Managers, 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 Managers, 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 |
|---|---|---|---|
| Business development companies | 1 | $957M | 100% |
| Pooled investment vehicles | 2 | $0M | 0% |
Private funds
Comvest Credit Managers, LLC reports 2 private funds with $546M in gross assets: securitized asset funds (Form ADV Item 7.B).
Disciplinary disclosures
Comvest Credit Managers, 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 investment companies
- Portfolio management for businesses and institutions
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 Managers, 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, 3 years of filings
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- Growth over one, three and five years
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- Rank against 2,181 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
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Background
Questions
How much does Comvest Credit Managers, LLC manage?
Comvest Credit Managers, LLC reports $957 million in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Comvest Credit Managers, LLC?
Comvest Credit Managers, 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 Managers, LLC’s clients?
By assets, its largest client types are business development companies ($957 million, 1 clients); pooled investment vehicles ($0, 2 clients).
Does Comvest Credit Managers, LLC manage private funds?
Yes. It reports 2 private funds with $546 million in gross assets, including securitized asset funds.
Does Comvest Credit Managers, LLC have any disciplinary history?
Comvest Credit Managers, 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 Credit Managers, 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 →