SourcingSourcing

COMVEST CREDIT ADVISORS, LLC

C22
CRD 311663·SEC 801-120234·WEST PALM BEACH, FL
AUM
$9.25B
$1B+
Est. Revenue
$92.5M
@ 1% on AUM
Est. EBITDA
$27.8M
@ 30% margin
Est. Deal Value
$222.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COMVEST CREDIT ADVISORS, LLC
CRD
311663
SEC file #
801-120234
EIN
000000000
DBA names
—

Economics

AUM
$9.25B
AUM band
$1B+
AUM trajectory
'23'26
$573.9M → $9.25B▲ +1512%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
150
Advisory staff (per ADV)
128
Advisory staff (5-yr trend)
'22'26
48 advisors → 128 advisors▲ +167%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/comvest-partners(social)

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COMVEST GROUP HOLDINGS II LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
COMVEST GROUP HOLDINGS II LP
ALTSCHULER, MICHAEL, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002015540
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2024-03-29
Edgar Last Filing Date
2026-03-30
Edgar Form D Count
3
Edgar Form D Offerings
2026-03-302026-03-30 · 0002015540-26-000001
2025-03-312025-03-31 · 0002015540-25-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank34
E*trade4
Edgar Addresses
Mailing
360 S ROSEMARY AVENUESUITE 1700WEST PALM BEACH, FL 33401
Business
360 S ROSEMARY AVENUESUITE 1700WEST PALM BEACH, FL 33401
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-30 · 0002015540-26-000001
D/A2025-03-31 · 0002015540-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (7)

7
ALTSCHULER, MICHAEL, LEE
Executive Officer · 2.5%
6774166
FALK, MICHAEL, STEWART
Executive Officer · 2.5%
1260489
GELBERD, JASON, PHILLIP
Executive Officer · 2.5%
4964600
NORDELL, DEBORAH, MICHELLE
Executive Officer · 2.5%
4627939
O'SULLIVAN, ROBERT, ANTHONY
Executive Officer · 2.5%
4580748
REYNOLDS, GREGORY, WALTER
Executive Officer · 2.5%
3007093
RODRIGUEZ, CECILIO, MANUEL
Executive Officer · 2.5%
4901911