COMMONWEALTH CREDIT ADVISORS, LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 312541
- Registered since
- March 5, 2021
- Website
- comvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles52.66%
- Business Development Companies47.34%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Commonwealth Credit Advisors, LLC is a boutique institutional adviser focused on credit and alternative strategies for pooled vehicles and separate accounts. The firm acts as both portfolio manager for investment companies and as an adviser to businesses and institutions, combining discretionary management with sponsor and general partner roles for pooled investment vehicles. Commonwealth uses a fee structure that includes a percentage of assets under management plus performance-based fees, reflecting a willingness to take on active, outcome-linked mandates. Investment activity centers on credit-oriented and diversifying allocations. The firm identifies managers and structures funds across securitized and private credit, while also allocating to private equity, real estate and hedge fund strategies. Commonwealth describes itself as an active ESG investor, which suggests ESG factors are integrated into manager selection and underwriting across both public and private exposures. The adviser is SEC-registered (since 2021) and operates primarily with institutional clients, positioning itself as a manager and sponsor rather than a retail-facing wealth manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6ROBERT O'SULLIVAN
Chief Executive OfficerCRD 4580748
MICHAEL FALK
Founder and CEOCRD 1260489
CECILIO RODRIGUEZ
Partner and Chief Financial OfficerCRD 4901911
Contacts
1 of 1MICHAEL ALTSCHULER
Partner and General CounselCRD 6774166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST PALM BEACH, FL
PALM BEACH
Location
WEST PALM BEACH, FL
Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 360 S Rosemary Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
WEXFORD CAPITAL LP
RIAWEST PALM BEACH, FL
BLUE SEA CAPITAL LLC
RIAWEST PALM BEACH, FL
A&M PRIVATE WEALTH PARTNERS, LLC
RIAWEST PALM BEACH, FL
CIP ADVISORS, LLC
RIAWEST PALM BEACH, FL
TRIARTISAN CAPITAL ADVISORS LLC
RIAWEST PALM BEACH, FL
SERENGETI ASSET MANAGEMENT LP
RIAWEST PALM BEACH, FL