Comvest Credit Advisors, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 311663
· SEC file 801-120234
· West Palm Beach, FL
· www.linkedin.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $9.3B
- Discretionary
- $9.3B
- Clients
- 12
- Avg AUM / client
- $771M
- Accounts
- 12
- Employees
- 150
AUM over time
$574M
$9.3B
Dec 2021
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $9.3B | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $5.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Comvest Credit Partners Vi L.P. | Hedge Fund | Delaware | $1.9B | 57 |
| Comvest Credit Partners Vi (Luxembourg) Master Fund, Scsp Sicav Raif master | Private Equity Fund | Luxembourg | $737M | 9 |
| Comvest Investment Partners Vi, L.P. | Private Equity Fund | Delaware | $717M | 111 |
| Comvest Credit Partners Vii Levered Master Scsp Sicav Raif master | Hedge Fund | Luxembourg | $385M | 4 |
| Comvest Special Opportunities Fund, L.P. | Private Equity Fund | Delaware | $279M | 48 |
| Comvest Credit Partners Vi International, L.P. master | Hedge Fund | Delaware | $202M | 10 |
| Comvest Credit Partners Evergreen Fund, L.P. | Hedge Fund | Delaware | $201M | 5 |
| Comvest Credit Partners Select Co Invest Fund V, L.P. | Private Equity Fund | Delaware | $175M | 4 |
| Comvest Investment Partners Vi A, L.P. | Private Equity Fund | Delaware | $167M | 22 |
| Comvest Credit Partners (M) 2023, L.P. | Private Equity Fund | Delaware | $102M | 2 |
| Comvest Credit Partners Vii Master Scsp Sicav Raif master | Private Equity Fund | Luxembourg | $50.0M | 1 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Altschuler, Michael, Lee | General Counsel | Nov 2020 (6y) | Less than 5% | |
| Chawla, Maneesh, Kumar | Senior Partner | Nov 2020 (6y) | Less than 5% | |
| Falk, Michael, Stewart | Founder/Ceo/Managing Partner | Nov 2020 (6y) | 75% or more of Comvest Group Gp Ii Llc (indirect) | |
| Gelberd, Jason, Phillip | Partner | Nov 2020 (6y) | Less than 5% | |
| Lee, Daniel, Charles | Partner | Nov 2020 (6y) | Less than 5% | |
| Marrero, Roger, Jose | Senior Partner | Nov 2020 (6y) | Less than 5% | |
| O'sullivan, Robert, Anthony | Managing Partner | Nov 2020 (6y) | Less than 5% | |
| Reynolds, Gregory, Walter | Partner | Nov 2020 (6y) | Less than 5% | |
| Rodriguez, Cecilio, Manuel | Chief Compliance Officer/Chief Financial Officer | Nov 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Comvest Group Holdings Ii Lp | Managing Member | Nov 2020 | A | 75% or more |
| Comvest Management Holdings Lp | Limited Partner | Feb 2020 | B | ≈ 42.19% – 100% via Comvest Group Holdings Lp |
| Comvest Group Holdings Lp | Limited Partner | Nov 2020 | B | ≈ 56.25% – 100% via Comvest Group Holdings Ii Lp |
| Comvest Group Gp, Llc | General Partner | Feb 2020 | B | GP / trustee / elected manager of Comvest Management Holdings Lp (indirect) |
| Comvest Group Gp Ii Llc | General Partner | Nov 2020 | B | GP / trustee / elected manager of Comvest Group Holdings Ii Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Comvest Management Holdings Lp: 75% – 100% of Comvest Group Holdings Lp × 75% – 100% of Comvest Group Holdings Ii Lp × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Comvest Group Holdings Lp: 75% – 100% of Comvest Group Holdings Ii Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $5.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Comvest Credit Partners Vi L.P. | Hedge Fund | $1.9B | $5.0M | 57 |
| Comvest Credit Partners Vi (Luxembourg) Master Fund, Scsp Sicav Raif | Private Equity Fund | $737M | $5.0M | 9 |
| Comvest Investment Partners Vi, L.P. | Private Equity Fund | $717M | $5.0M | 111 |
| Comvest Credit Partners Vii Levered Master Scsp Sicav Raif | Hedge Fund | $385M | $5.0M | 4 |
| Comvest Special Opportunities Fund, L.P. | Private Equity Fund | $279M | $5.0M | 48 |
| Comvest Credit Partners Vi International, L.P. | Hedge Fund | $202M | $5.0M | 10 |
| Comvest Credit Partners Evergreen Fund, L.P. | Hedge Fund | $201M | $5.0M | 5 |
| Comvest Credit Partners Select Co Invest Fund V, L.P. | Private Equity Fund | $175M | $5.0M | 4 |
| Comvest Investment Partners Vi A, L.P. | Private Equity Fund | $167M | $5.0M | 22 |
| Comvest Credit Partners (M) 2023, L.P. | Private Equity Fund | $102M | $5.0M | 2 |
| Comvest Credit Partners Vii Master Scsp Sicav Raif | Private Equity Fund | $50.0M | $5.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.77 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗