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CRD 160753
WEST PALM BEACH, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| COMVEST CREDIT PARTNERS V, L.P | Hedge Fund | $1.2B | Oct 25, 2024 | 35 | Feb 26, 2020 | reported | 021-347093 |
| COMVEST CAPITAL IV, L.P. | Hedge Fund | $683M | Oct 25, 2024 | 36 | Aug 15, 2016 | reported | 021-274092 |
| COMVEST CREDIT PARTNERS V (LUXEMBOURG) MASTER FUND, SCSP | Private Equity Fund | $459M | Oct 25, 2024 | 10 | Feb 26, 2020 | reported | 021-348090 |
| COMVEST INVESTMENT PARTNERS V, L.P. | Private Equity Fund | $352M | Oct 25, 2024 | 56 | Mar 31, 2015 | reported | 021-225778 |
| COMVEST INVESTMENT PARTNERS V-A, L.P. | Private Equity Fund | $294M | Oct 25, 2024 | 33 | Mar 31, 2015 | reported | 021-225779 |
| COMVEST CREDIT PARTNERS V INTERNATIONAL, L.P. | Hedge Fund | $225M | Oct 25, 2024 | 13 | Feb 26, 2020 | reported | 021-347095 |
| COMVEST INVESTMENT PARTNERS IV, L.P. | Private Equity Fund | $210M | Oct 25, 2024 | 63 | Feb 16, 2012 | reported | 021-144213 |
| COMVEST CAPITAL IV INTERNATIONAL, L.P. | Hedge Fund | $149M | Oct 25, 2024 | 11 | Aug 15, 2016 | reported | 021-274091 |
| COMVEST STRATEGIC GROWTH FUND, L.P. | Private Equity Fund | $106M | Oct 25, 2024 | 36 | Mar 30, 2018 | reported | 021-309025 |
| COMVEST CAPITAL IV (LUXEMBOURG) MASTER FUND, SCSP | Private Equity Fund | $93.1M | Oct 25, 2024 | 3 | Mar 30, 2018 | reported | 021-301274 |
| COMVEST CAPITAL III, L.P. | Private Equity Fund | $53.9M | Oct 25, 2024 | 37 | Mar 28, 2014 | reported | 021-214570 |
| COMVEST CAPITAL II, L.P. | Private Equity Fund | $32.7M | Oct 25, 2024 | 45 | Feb 16, 2012 | reported | 021-134531 |
| COMVEST CAPITAL II INTERNATIONAL (CAYMAN), L.P. | Private Equity Fund | $29.3M | Mar 31, 2015 | 11 | Feb 16, 2012 | dropped | 021-141102 |
| KPB FINANCIAL CORP - SEPARATELY MANAGED ACCOUNT | Private Equity Fund | $24.2M | Feb 16, 2012 | 1 | Feb 16, 2012 | dropped | n/a |
| NEXTERA ENERGY POINT BEACH, LLC - SEPARATLY MANAGED ACCOUNT | Private Equity Fund | $17.3M | Feb 16, 2012 | 1 | Feb 16, 2012 | dropped | n/a |
| COMVEST INVESTMENT PARTNERS III, L.P. | Private Equity Fund | $17.3M | Jan 12, 2023 | 75 | Feb 16, 2012 | dropped | 021-103962 |
| COMVEST INVESTMENT PARTNERS IV-A, L.P. | Private Equity Fund | $16.4M | Oct 25, 2024 | 17 | Feb 16, 2012 | reported | 021-144214 |
| COMVEST CAPITAL III INTERNATIONAL, L.P. | Private Equity Fund | $15.2M | Oct 25, 2024 | 10 | Mar 28, 2014 | reported | 021-214583 |
| CVGH INVESTORS, LLC | Private Equity Fund | $14.8M | Oct 25, 2024 | 43 | Feb 26, 2020 | reported | n/a |
| COMVEST CAPITAL II INTERNATIONAL, L.P. | Private Equity Fund | $7.2M | Oct 25, 2024 | 10 | Mar 30, 2016 | reported | 021-141102 |
| CIP IV FLORIDA FUND, L.P. | Private Equity Fund | $3.0M | Oct 25, 2024 | 2 | Feb 16, 2012 | reported | 021-157942 |
| COMVEST IP IV CO-INVEST, L.P. | Private Equity Fund | $203,000 | Oct 25, 2024 | 2 | Feb 16, 2012 | reported | 021-165788 |
| COMVEST CAPITAL INTERMEDIARY, LLC | Private Equity Fund | $33,612 | Aug 15, 2016 | 0 | Apr 12, 2013 | dropped | n/a |
| COMVEST INVESTMENT PARTNERS IV-A AIV, L.P. | Private Equity Fund | $31,205 | Jan 12, 2023 | 16 | Mar 29, 2017 | dropped | n/a |
| COMVEST CAPITAL, LLC | Private Equity Fund | $27,282 | Aug 15, 2016 | 0 | Feb 16, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALTSCHULER, MICHAEL, LEE | GENERAL COUNSEL | Na | yes | 11/2016 | Mar 29, 2017 | Oct 25, 2024 |
| CHAWLA, MANEESH, KUMAR | Partner | Na | yes | 01/2018 | Mar 30, 2018 | Oct 25, 2024 |
| COMVEST GROUP GP, LLC | GENERAL PARTNER | F | yes | 02/2020 | Feb 16, 2012 | Oct 25, 2024 |
| COMVEST GROUP HOLDINGS LP | MANAGING MEMBER | E | yes | 12/2010 | Mar 29, 2017 | Oct 25, 2024 |
| COMVEST MANAGEMENT HOLDINGS LP | LIMITED PARTNER | E | yes | 02/2020 | Mar 30, 2020 | Oct 25, 2024 |
| FALK, MICHAEL, STEWART | MANAGING MEMBER | E | yes | 09/2009 | Feb 16, 2012 | Oct 25, 2024 |
| FALK, MICHAEL, STEWART | LIMITED PARTNER | E | yes | 02/2020 | Feb 16, 2012 | Oct 25, 2024 |
| FALK, MICHAEL, STEWART | FOUNDER/CEO/MANAGING PARTNER | Na | yes | 05/2006 | Feb 16, 2012 | Oct 25, 2024 |
| GELBERD, JASON, PHILLIP | Partner | Na | yes | 05/2013 | Jan 23, 2014 | Oct 25, 2024 |
| LEE, DANIEL, CHARLES | Partner | Na | yes | 12/2011 | Feb 16, 2012 | Oct 25, 2024 |
| MARRERO, ROGER, JOSE | MANAGING PARTNER | Na | yes | 02/2010 | Feb 16, 2012 | Oct 25, 2024 |
| O'SULLIVAN, ROBERT, ANTHONY | MANAGING PARTNER | Na | yes | 05/2006 | Feb 16, 2012 | Oct 25, 2024 |
| REYNOLDS, GREGORY, WALTER | Partner | Na | yes | 04/2010 | Feb 16, 2012 | Oct 25, 2024 |
| RODRIGUEZ, CECILIO, MANUEL | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | Na | yes | 05/2006 | Feb 16, 2012 | Oct 25, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| COMVEST CREDIT ADVISORS, LLC | n/a | Asset manager | $9.3B | N | yes | n/a |
| COMMONWEALTH CREDIT ADVISORS, LLC | n/a | Asset manager | $1.7B | N | yes | n/a |
| COMVEST CREDIT MANAGERS, LLC | n/a | Asset manager | $957M | N | yes | n/a |
| COMVEST CAPITAL II PARTNERS, L.P. | n/a | n/a | n/a | N | yes | n/a |
| COMVEST CAPITAL III PARTNERS, L.P. | n/a | n/a | n/a | N | yes | n/a |
| COMVEST CAPITAL IV PARTNERS GP, SARL | n/a | n/a | n/a | N | yes | n/a |
| COMVEST CAPITAL IV PARTNERS, L.P. | n/a | n/a | n/a | N | yes | n/a |
| COMVEST CREDIT ADVISORS (LUXEMBOURG), LLC | n/a | n/a | n/a | N | yes | n/a |
| COMVEST CREDIT V GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| COMVEST CREDIT V PARTNERS GP, SARL | n/a | n/a | n/a | N | yes | n/a |
| COMVEST EQUITY ADVISORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| COMVEST IV PARTNERS, L.P. | n/a | n/a | n/a | N | yes | n/a |
| COMVEST SG PARTNERS, L.P. | n/a | n/a | n/a | N | yes | n/a |
| COMVEST V PARTNERS, L.P. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Chicago | IL | United States | 14 | no |
| NEW YORK | NY | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $2.4B | $2.4B | 150 | 128 | 3 | 8 | n/a |
| 2024 | Mar 28, 2025 | $3.6B | $3.6B | 136 | 101 | 2 | 18 | n/a |
| 2023 | Mar 29, 2024 | $4.3B | $4.3B | 111 | 80 | 2 | 18 | $3.9B |
| 2022 | Mar 31, 2023 | $4.3B | $4.3B | 95 | 70 | 2 | 18 | $4.4B |
| 2021 | Mar 31, 2022 | $5.1B | $5.1B | 97 | 77 | 2 | 20 | $5.0B |
| 2020 | Mar 30, 2021 | $4.7B | $4.7B | 92 | 78 | 2 | 20 | $4.6B |
| 2019 | Mar 30, 2020 | $3.9B | $3.9B | 79 | 50 | 3 | 20 | $3.9B |
| 2018 | Mar 28, 2019 | $3.4B | $3.4B | 73 | 48 | 3 | 17 | $3.4B |
| 2017 | Mar 30, 2018 | $3.2B | $3.2B | 63 | 42 | 3 | 17 | $3.2B |
| 2016 | Mar 29, 2017 | $2.6B | $2.6B | 68 | 10 | n/a | 15 | $2.6B |
| 2015 | Mar 30, 2016 | $2.6B | $2.6B | 61 | 10 | n/a | 15 | $2.6B |
| 2014 | Mar 31, 2015 | $2.2B | $2.2B | 53 | 10 | n/a | 15 | $2.2B |
| 2013 | Mar 28, 2014 | $1.2B | $1.2B | 48 | 12 | n/a | 13 | $1.1B |
| 2012 | Mar 28, 2013 | $1.3B | $1.3B | 42 | 11 | n/a | 10 | $769M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.4B | $3.6B | -32.1% | $4.3B | -17.6% | 150 | 136 | 3 | 2 |