COMVEST PE ADVISORS, LLC

CRD

338119

SEC file #

801-134409

EIN

—

DBA names

—

Economics

AUM

$1.92B

AUM band

$1B+

AUM trajectory

—

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

—

Primary office

WEST PALM BEACH FL

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehicles

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

03/31/2026

linkedin.com/company/comvest-private-equity(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

COMVEST EQUITY PARTNERS HOLDINGS,

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

COMVEST EQUITY PARTNERS HOLDINGS,

CHAWLA, MANEESH, KUMAR

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:linkedin.com

rdap

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (8)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

Yes

People (4)

CHAWLA, MANEESH, KUMAR

6930284

FALK, MICHAEL, STEWART

RODRIGUEZ, CECILIO, MANUEL

1260489

4901911

HECKERLING, JEREMY, A