COMVEST CREDIT ADVISORS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$9.3B
Discretionary
$9.3B
100% of AUM
Avg account
$771M
Accounts
12
Employees
150
Advisory reps
7

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
311663
Registered since
February 5, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Comvest Credit Advisors, LLC is a manager focused on pooled investment vehicles that combine credit-oriented strategies with private markets exposure. Registered as an SEC adviser since 2021 and organized as an LLC, the firm operates as a hedge fund and private equity fund manager while also serving as a CPO/CTA. Its client base is institutional, and its fee arrangements include both asset-based and performance-linked components. The firm reports being an active ESG investor and serves in sponsor/GP and related-adviser roles for the pooled vehicles it manages.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • GREGORY REYNOLDS

    Partner, Chief Investment OfficerCRD 3007093

  • JASON GELBERD

    Partner, Chief Operating OfficerCRD 4964600

  • DEBORAH NORDELL

    Chief Financial OfficerCRD 4627939

Unlock 3 more executives

Contacts

1 of 1
  • MICHAEL ALTSCHULER

    Partner and General CounselCRD 6774166

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth