COMVEST CREDIT ADVISORS, LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 311663
- Registered since
- February 5, 2021
- Website
- comvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 6GREGORY REYNOLDS
Partner, Chief Investment OfficerCRD 3007093
JASON GELBERD
Partner, Chief Operating OfficerCRD 4964600
DEBORAH NORDELL
Chief Financial OfficerCRD 4627939
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
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