SourcingSourcing

COMMONWEALTH CREDIT ADVISORS, LLC

C22
CRD 312541·SEC 801-120445·WEST PALM BEACH, FL
AUM
$1.73B
$1B+
Est. Revenue
$17.3M
@ 1% on AUM
Est. EBITDA
$5.2M
@ 30% margin
Est. Deal Value
$41.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COMMONWEALTH CREDIT ADVISORS, LLC
CRD
312541
SEC file #
801-120445
EIN
—
DBA names
—

Economics

AUM
$1.73B
AUM band
$1B+
AUM trajectory
'22'26
$651.2M → $1.73B▲ +166%
Client mix
Business Devel Companies1
Pooled Investment Vehicles1

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
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — businesses
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
Form 5500 Plan Count
1
Form 5500 Total Compensation
801,948
Form 5500 Compensation Trajectory 3y
2025801,948
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
801,948
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
E*trade4
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