Est. Revenue
$9.6M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
COMVEST CREDIT MANAGERS, LLC
Economics
AUM trajectory
'25'26
$973.6M → $956.8M▼ -2%
Client mix
| Pooled Investment Vehicles | 2 |
| Business Devel Companies | 1 |
Operations
Advisory staff (per ADV)
128
Advisory staff (5-yr trend)
'23'26
77 advisors → 128 advisors▲ +66%
Primary office
WEST PALM BEACH FL
Custodian & Brokerage
Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees
Filings
Latest ADV filing
03/31/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
COMVEST BDC HOLDCO, LLC
Control Persons
COMVEST BDC HOLDCO, LLC
COMVEST CREDIT MANAGERS FEEDER,
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain Creation Date
2002-04-10T06:56:53Z
Rdap Registrar
Network Solutions, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Compliance & brand
Firm Registration Status
active
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Domain Expiration Date
2034-04-10T06:56:53Z
Rdap Domain Last Changed
2024-08-12T12:25:14Z
Rdap Nameservers
Ns65.worldnic.comNs66.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes
ALTSCHULER, MICHAEL, LEE
Executive Officer · 2.5%
FALK, MICHAEL, STEWART
Executive Officer · 2.5%
GELBERD, JASON, PHILLIP
Executive Officer · 2.5%
NORDELL, DEBORAH, MICHELLE
Executive Officer · 2.5%
O'SULLIVAN, ROBERT, ANTHONY
Executive Officer · 2.5%
REYNOLDS, GREGORY, WALTER
Executive Officer · 2.5%
RODRIGUEZ, CECILIO, MANUEL
Executive Officer · 2.5%
