DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 322342
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 |
|---|---|---|---|---|---|---|---|
| AMG COMVEST SENIOR LENDING FEEDER FUND LLC | Securitized Asset Fund | $77.8M | Oct 25, 2024 | 2 | Feb 21, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALTSCHULER, MICHAEL, LEE | GENERAL COUNSEL | Na | yes | 06/2022 | Jun 24, 2022 | Oct 25, 2024 |
| CHAWLA, MANEESH, KUMAR | SENIOR PARTNER | Na | yes | 06/2022 | Jun 24, 2022 | Oct 25, 2024 |
| COMVEST GROUP GP II LLC | GENERAL PARTNER | F | yes | 11/2020 | Jun 24, 2022 | Oct 25, 2024 |
| COMVEST GROUP GP, LLC | GENERAL PARTNER | F | yes | 02/2020 | Jun 24, 2022 | Oct 25, 2024 |
| COMVEST GROUP GP, LLC | GENERAL PARTNER | F | yes | 02/2020 | Jun 24, 2022 | Oct 25, 2024 |
| COMVEST GROUP HOLDINGS II LP | Manager | C | yes | 06/2022 | Jun 24, 2022 | Oct 25, 2024 |
| COMVEST GROUP HOLDINGS LP | LIMITED PARTNER | E | yes | 11/2020 | Jun 24, 2022 | Oct 25, 2024 |
| COMVEST MANAGEMENT HOLDINGS LP | LIMITED PARTNER | E | yes | 02/2020 | Jun 24, 2022 | Oct 25, 2024 |
| FALK, MICHAEL, STEWART | FOUNDER / CEO / MANAGING PARTNER | Na | yes | 06/2022 | Jun 24, 2022 | Oct 25, 2024 |
| FALK, MICHAEL, STEWART | MEMBER AND MANAGER | E | yes | 11/2020 | Jun 24, 2022 | Oct 25, 2024 |
| FALK, MICHAEL, STEWART | MANAGING MEMBER | E | yes | 09/2009 | Jun 24, 2022 | Oct 25, 2024 |
| GELBERD, JASON, PHILLIP | Partner | Na | yes | 06/2022 | Jun 24, 2022 | Oct 25, 2024 |
| LEE, DANIEL, CHARLES | Partner | Na | yes | 06/2022 | Jun 24, 2022 | Oct 25, 2024 |
| MARRERO, ROGER, JOSE | SENIOR PARTNER | Na | yes | 06/2022 | Jun 24, 2022 | Oct 25, 2024 |
| O'SULLIVAN, ROBERT, ANTHONY | MANAGING PARTNER | Na | yes | 06/2022 | Jun 24, 2022 | Oct 25, 2024 |
| REYNOLDS, GREGORY, WALTER | Partner | Na | yes | 06/2022 | Jun 24, 2022 | Oct 25, 2024 |
| RODRIGUEZ, CECILIO, MANUEL | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | Na | yes | 06/2022 | Jun 24, 2022 | Oct 25, 2024 |
| COMVEST CREDIT MANAGERS FEEDER II, L.P. | Member | B | no | 04/2024 | Oct 25, 2024 | Oct 25, 2024 |
| COMVEST CREDIT MANAGERS FEEDER III, L.P. | Member | B | no | 04/2024 | Oct 25, 2024 | Oct 25, 2024 |
| COMVEST CREDIT MANAGERS FEEDER, L.P. | Member | C | no | 04/2024 | Oct 25, 2024 | 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 |
| COMVEST ADVISORS LLC | n/a | Asset manager | $2.4B | N | yes | n/a |
| COMMONWEALTH CREDIT ADVISORS, LLC | n/a | Asset manager | $1.7B | N | yes | n/a |
| AMG COMVEST SENIOR LENDING FEEDER FUND GP LLC | n/a | n/a | n/a | N | yes | n/a |
| COMVEST CAPITAL ADVISORS, LLC | 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 EQUITY ADVISORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| COMVEST SG ADVISORS LLC | 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 | $957M | $957M | 150 | 128 | 3 | 2 | n/a |
| 2024 | Mar 28, 2025 | $974M | $974M | 136 | 101 | 2 | 2 | n/a |
| 2023 | Mar 29, 2024 | $18.3M | $18.3M | 111 | 80 | 2 | 1 | $77.8M |
| 2022 | Mar 31, 2023 | n/a | n/a | 95 | 70 | 2 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $957M | $974M | -1.7% | n/a | n/a | 150 | 136 | 3 | 2 |