DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Comvest Credit Advisors, LLC
Latest filing Mar 31, 2026
First filing on the tape Dec 24, 2020 · 21 filings
SEC status approved since Feb 5, 2021
RAUM
$9.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
150
128 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
12
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$9.3B as of Mar 31, 2026
Mar 31, 2022$574M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20220 then
Employees (5.A)150 as of Mar 31, 2026
Mar 31, 202297 then
Private funds12 as of Mar 31, 2026
Mar 31, 20226 then
RAUM +10% over the last fiscal year+45% a year over threeIARs 0 to 0offices 2 to 3
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $771MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +10%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $9.3B, 12 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$9.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $9.3B for 12 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=2.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Comvest Credit Partners Vi L.P. | Hedge Fund | $1.9B | 57 | Mar 31, 2022 |
| Comvest Credit Partners Vi (Luxembourg) Master Fund, Scsp Sicav Raif | Private Equity Fund | $737M | 9 | Mar 31, 2022 |
| Comvest Investment Partners Vi, L.P. | Private Equity Fund | $717M | 111 | Feb 25, 2022 |
| Comvest Credit Partners Vii Levered Master Scsp Sicav-Raif | Hedge Fund | $385M | 4 | Feb 21, 2024 |
| Comvest Special Opportunities Fund, L.P. | Private Equity Fund | $279M | 48 | Jun 1, 2021 |
| Comvest Credit Partners Vi International, L.P. | Hedge Fund | $202M | 10 | Mar 31, 2022 |
| Comvest Credit Partners Evergreen Fund, L.P. | Hedge Fund | $201M | 5 | Nov 28, 2023 |
| Comvest Credit Partners Select Co-Invest Fund V, L.P. | Private Equity Fund | $175M | 4 | Mar 1, 2023 |
| Comvest Investment Partners Vi-A, L.P. | Private Equity Fund | $167M | 22 | Feb 25, 2022 |
| Comvest Credit Partners (M) 2023, L.P. | Private Equity Fund | $102M | 2 | Nov 28, 2023 |
| Comvest Credit Partners Vii Master Scsp Sicav-Raif | Private Equity Fund | $50.0M | 1 | Feb 21, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Lee Michael Altschuler · General Counselcontrolsince 11/2020 · owns less than 5%
- Kumar Maneesh Chawla · Senior Partnercontrolsince 11/2020 · owns less than 5%
- Stewart Michael Falk · Founder/Ceo/Managing Partnercontrolsince 11/2020 · owns less than 5%
- Phillip Jason Gelberd · Partnercontrolsince 11/2020 · owns less than 5%
- Charles Daniel Lee · Partnercontrolsince 11/2020 · owns less than 5%
- Jose Roger Marrero · Senior Partnercontrolsince 11/2020 · owns less than 5%
- Anthony Robert O'Sullivan · Managing Partnercontrolsince 11/2020 · owns less than 5%
- Walter Gregory Reynolds · Partnercontrolsince 11/2020 · owns less than 5%
- Manuel Cecilio Rodriguez · Chief Compliance Officer/Chief Financial Officercontrolsince 11/2020 · owns less than 5%
- Stewart Michael Falk · Managing Membercontrolsince 09/2009 · owns 75% or more of Comvest Group Gp, LLC
- Stewart Michael Falk · Member And Managercontrolsince 11/2020 · owns 75% or more of Comvest Group Gp II LLC
Entity owners
- Comvest Group Holdings II LP · Managing Memberdirect · owns 75% or more
- Comvest Group Gp II LLC · General Partnerindirect · owns F of Comvest Group Holdings II LP
- Comvest Group Gp, LLC · General Partnerindirect · owns F of Comvest Group Holdings LP
- Comvest Group Gp, LLC · General Partnerindirect · owns F of Comvest Management Holdings LP
- Comvest Group Holdings LP · Limited Partnerindirect · owns 75% or more of Comvest Group Holdings II LP
- Comvest Management Holdings LP · Limited Partnerindirect · owns 75% or more of Comvest Group Holdings LP
Related persons
Schedule D 7.A
- Commonwealth Credit Advisors, LLCinvestment advisernRAUM $1.7B
- Comvest Advisors LLCinvestment advisernRAUM $2.4B
- Comvest Capital Advisors, LLCinvestment advisern
- Comvest Credit (M) 2023 Gp, L.P.pooled vehicle sponsorn
- Comvest Credit Managers, LLCinvestment advisernRAUM $957M
- Comvest Credit Partners Evergreen Fund Gp, L.P.pooled vehicle sponsorn
- Comvest Credit Partners Select Co-Invest Gp, LLCpooled vehicle sponsorn
- Comvest Credit Vi Gp, L.P.bankpooled vehicle sponsorn
- Comvest Credit Vi Partners Gp, Sarlbankpooled vehicle sponsorn
- Comvest Credit Vii Gp L.P.pooled vehicle sponsorn
- Comvest Credit Vii Gp Levered L.P.pooled vehicle sponsorn
- Comvest Credit Vii Partners Gp Levered Sarlpooled vehicle sponsorn
- Comvest Sg Advisors LLCinvestment advisern
- Comvest So Partners, L.P.pooled vehicle sponsorn
- Comvest Vi Partners, L.P.pooled vehicle sponsorn
- Credit Partners Fund Vii Cayman Gp, LLCpooled vehicle sponsorn
Advisers that list Comvest Credit Advisors, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL14 employees
- New York, NY3 employees
What changed
consecutive filings, newest first
- Advisory employees · 100 to 128Feb 17, 2026 to Mar 31, 2026
- Assets in custody · $7.6B to $9.3BFeb 17, 2026 to Mar 31, 2026
- Employees · 120 to 150Feb 17, 2026 to Mar 31, 2026
- Other offices · 2 to 3Feb 17, 2026 to Mar 31, 2026
- Private funds · 10 to 12Feb 17, 2026 to Mar 31, 2026
- Discretionary RAUM · $7.6B to $9.3BFeb 17, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $7.6B to $9.3BFeb 17, 2026 to Mar 31, 2026
- RAUM · $7.6B to $9.3BFeb 17, 2026 to Mar 31, 2026
- Accounts · 11 to 12Aug 18, 2025 to Dec 10, 2025
- Advisory employees · 101 to 100Aug 18, 2025 to Dec 10, 2025
- BD registered reps · 0 to 2Aug 18, 2025 to Dec 10, 2025
- Pooled vehicle clients · 11 to 12Aug 18, 2025 to Dec 10, 2025
- Assets in custody · $8.4B to $7.6BAug 18, 2025 to Dec 10, 2025
- Employees · 136 to 120Aug 18, 2025 to Dec 10, 2025
- Private funds · 12 to 10Aug 18, 2025 to Dec 10, 2025
- Discretionary RAUM · $8.4B to $7.6BAug 18, 2025 to Dec 10, 2025
- Pooled vehicle RAUM · $8.4B to $7.6BAug 18, 2025 to Dec 10, 2025
- RAUM · $8.4B to $7.6BAug 18, 2025 to Dec 10, 2025
- Private funds · 11 to 12Mar 28, 2025 to Aug 18, 2025
- Advisory employees · 80 to 101Oct 25, 2024 to Mar 28, 2025
- BD registered reps · 1 to 0Oct 25, 2024 to Mar 28, 2025
- Assets in custody · $4.3B to $8.4BOct 25, 2024 to Mar 28, 2025
- Employees · 111 to 136Oct 25, 2024 to Mar 28, 2025
- Financial planning clients · unset to Oct 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.8B to $8.4BOct 25, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $4.8B to $8.4BOct 25, 2024 to Mar 28, 2025
- RAUM · $4.8B to $8.4BOct 25, 2024 to Mar 28, 2025
- Accounts · 7 to 11Feb 21, 2024 to Mar 29, 2024
- Advisory employees · 70 to 80Feb 21, 2024 to Mar 29, 2024
- BD registered reps · 0 to 1Feb 21, 2024 to Mar 29, 2024
- Pooled vehicle clients · 7 to 11Feb 21, 2024 to Mar 29, 2024
- Assets in custody · $3.2B to $4.3BFeb 21, 2024 to Mar 29, 2024
- Employees · 95 to 111Feb 21, 2024 to Mar 29, 2024
- Discretionary RAUM · $3.0B to $4.8BFeb 21, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $3.0B to $4.8BFeb 21, 2024 to Mar 29, 2024
- RAUM · $3.0B to $4.8BFeb 21, 2024 to Mar 29, 2024
- Private funds · 9 to 11Nov 28, 2023 to Feb 21, 2024
- Private funds · 7 to 9Jul 31, 2023 to Nov 28, 2023
- Accounts · 6 to 7Mar 1, 2023 to Mar 31, 2023
- Advisory employees · 77 to 70Mar 1, 2023 to Mar 31, 2023
Signals
6 dated events
- Comvest Credit Advisors, Llc reported RAUM $8.4B, up 74% from $4.8B (2024-10-25 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Comvest Credit Advisors, Llc reported RAUM $4.8B, up 60% from $3.0B (2024-02-21 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Lee Russell Bryan (Senior Partner) no longer on Schedule A of Comvest Credit Advisors, Llc (listed 2024-02-21, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Comvest Credit Advisors, Llc reported RAUM $3.0B, up 425% from $573.9M (2023-03-01 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Brian Thomas Clark (Senior Partner) no longer on Schedule A of Comvest Credit Advisors, Llc (listed 2022-08-08, absent 2023-01-12)Jan 12, 2023 · Control person left · inference
- Comvest Credit Advisors, Llc filed its initial SEC registration (Form ADV)Dec 24, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Comvest Credit Advisors, LLC · Independent Sponsorsshared crd · capital_provider
- Comvest Credit Advisors, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/comvest-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- COMVEST.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 561-727-2000reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026