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.
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SEC-registered adviser
C•••••• C••••• M•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 24, 2022 · 10 filings
SEC status approved since Jul 21, 2022
RAUM
$957M
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
2
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$957M as of Mar 31, 2026
Mar 29, 2024$18.3M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20230 then
Employees (5.A)150 as of Mar 31, 2026
Mar 31, 202395 then
Private funds2 as of Mar 31, 2026
Mar 29, 20241 then
RAUM -1.7% over the last fiscal yearIARs 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
- $319MderivedRAUM 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
- -1.7%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 businesses and institutions, portfolio management for investment companiesreportedItem 5.G
- Custody
- $957M, 3 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $957M for 3 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•• C•••••• S••••• L•••••• F••••• F••• L•• | Securitized Asset Fund | $77.8M | 2 | Feb 21, 2024 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• M••••••• L•• · General Counselcontrolsince 06/2022 · owns less than 5%
- C•••••• M••••••• K•••• · S••••• Partnercontrolsince 06/2022 · owns less than 5%
- F•••• M••••••• S•••••• · Founder / Ceo / Managing Partnercontrolsince 06/2022 · owns less than 5%
- G••••••• J••••• P•••••• · Partnercontrolsince 06/2022 · owns less than 5%
- L••• D•••••• C•••••• · Partnercontrolsince 06/2022 · owns less than 5%
- M••••••• R••••• J••• · S••••• Partnercontrolsince 06/2022 · owns less than 5%
- O••••••••• R•••••• A•••••• · Managing Partnercontrolsince 06/2022 · owns less than 5%
- R•••••••• G••••••• W••••• · Partnercontrolsince 06/2022 · owns less than 5%
- R••••••••• C••••••• M••••• · Chief Compliance Officer / Chief Financial Officercontrolsince 06/2022 · owns less than 5%
- F•••• M••••••• S•••••• · Managing Membercontrolsince 09/2009 · owns 75% or more of C•••••• G•••• G•• L••
- F•••• M••••••• S•••••• · Member And Managercontrolsince 11/2020 · owns 75% or more of C•••••• G•••• G• I• L••
Entity owners
- C•••••• G•••• H••••••• I• L• · Managerdirect · owns 25% to 50%
- C•••••• G•••• G• I• L•• · General Partnerindirect · owns F of C•••••• G•••• H••••••• I• L•
- C•••••• G•••• G•• L•• · General Partnerindirect · owns F of C•••••• M••••••••• H••••••• L•
- C•••••• G•••• G•• L•• · General Partnerindirect · owns F of C•••••• G•••• H••••••• L•
- C•••••• G•••• H••••••• L• · Limited Partnerindirect · owns 75% or more of C•••••• G•••• H••••••• I• L•
- C•••••• M••••••••• H••••••• L• · Limited Partnerindirect · owns 75% or more of C•••••• G•••• H••••••• L•
- C•••••• C••••• M••••••• F••••• I•• L••• · Memberdirect · owns 10% to 25%
- C•••••• C••••• M••••••• F••••• I••• L••• · Memberdirect · owns 10% to 25%
- C•••••• C••••• M••••••• F•••••• L••• · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- A•• C•••••• S••••• L•••••• F••••• F••• G• L••pooled vehicle sponsorn
- C••••••••• C••••• A•••••••• L••investment advisernRAUM $1.7B
- C•••••• A••••••• L••investment advisernRAUM $2.4B
- C•••••• C•••••• A•••••••• L••investment advisern
- C•••••• C••••• A••••••• ••••••••• L••investment advisern
- C•••••• C••••• A•••••••• L••investment advisernRAUM $9.3B
- C•••••• E••••• A•••••••• L••investment advisern
- C•••••• S• A••••••• L••investment advisern
Advisers that list C•••••• C••••• M•••••••• L•• 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
- Accounts · 2 to 3Dec 10, 2025 to Mar 31, 2026
- Advisory employees · 100 to 128Dec 10, 2025 to Mar 31, 2026
- Assets in custody · $546M to $957MDec 10, 2025 to Mar 31, 2026
- Employees · 120 to 150Dec 10, 2025 to Mar 31, 2026
- Other offices · 2 to 3Dec 10, 2025 to Mar 31, 2026
- Discretionary RAUM · $974M to $957MDec 10, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $546M to $0Dec 10, 2025 to Mar 31, 2026
- RAUM · $974M to $957MDec 10, 2025 to Mar 31, 2026
- Advisory employees · 101 to 100Mar 28, 2025 to Dec 10, 2025
- BD registered reps · 0 to 2Mar 28, 2025 to Dec 10, 2025
- Employees · 136 to 120Mar 28, 2025 to Dec 10, 2025
- Advisory employees · 80 to 101Feb 21, 2025 to Mar 28, 2025
- BD registered reps · 1 to 0Feb 21, 2025 to Mar 28, 2025
- Pooled vehicle clients · 1 to 2Feb 21, 2025 to Mar 28, 2025
- Assets in custody · $18.3M to $546MFeb 21, 2025 to Mar 28, 2025
- Employees · 111 to 136Feb 21, 2025 to Mar 28, 2025
- Financial planning clients · unset to Feb 21, 2025 to Mar 28, 2025
- Discretionary RAUM · $18.3M to $974MFeb 21, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $0 to $546MFeb 21, 2025 to Mar 28, 2025
- RAUM · $18.3M to $974MFeb 21, 2025 to Mar 28, 2025
- Private funds · 1 to 2Oct 25, 2024 to Feb 21, 2025
- Accounts · unset to 2.0Feb 21, 2024 to Mar 29, 2024
- Advisory employees · 70 to 80Feb 21, 2024 to Mar 29, 2024
- Advisory activities · 1 to 2Feb 21, 2024 to Mar 29, 2024
- BD registered reps · 0 to 1Feb 21, 2024 to Mar 29, 2024
- Pooled vehicle clients · unset to 1.0Feb 21, 2024 to Mar 29, 2024
- Assets in custody · unset to 18333570.0Feb 21, 2024 to Mar 29, 2024
- Custody of client assets · false to trueFeb 21, 2024 to Mar 29, 2024
- Employees · 95 to 111Feb 21, 2024 to Mar 29, 2024
- Discretionary RAUM · unset to 18333570.0Feb 21, 2024 to Mar 29, 2024
- Non-discretionary RAUM · unset to 0.0Feb 21, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · unset to 0.0Feb 21, 2024 to Mar 29, 2024
- RAUM · unset to 18333570.0Feb 21, 2024 to Mar 29, 2024
- Related bank · false to trueFeb 21, 2024 to Mar 29, 2024
- Private funds · unset to 1Mar 31, 2023 to Feb 21, 2024
- Related bank · true to falseMar 31, 2023 to Feb 21, 2024
- Advisory employees · 77 to 70Jan 12, 2023 to Mar 31, 2023
- Employees · 97 to 95Jan 12, 2023 to Mar 31, 2023
Signals
3 dated events
- Lee Russell Bryan (Senior Partner) no longer on Schedule A of C•••••• C••••• M•••••••• L•• (listed 2024-02-21, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Brian Thomas Clark (Senior Partner) no longer on Schedule A of C•••••• C••••• M•••••••• L•• (listed 2022-06-24, absent 2023-01-12)Jan 12, 2023 · Control person left · inference
- C•••••• C••••• M•••••••• L•• filed its initial SEC registration (Form ADV)Jun 24, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/comvest-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- c••••••.comreportedpublic record, Form ADV, Sep 18, 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