COMVEST CREDIT MANAGERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$957M
Discretionary
$957M
100% of AUM
Avg account
$319M
Accounts
3
Employees
150
Advisory reps
7

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
322342
Registered since
July 21, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Comvest Credit Managers, LLC is a credit-focused investment adviser set up as a limited liability company and registered with the SEC in 2022. The firm concentrates on managing credit and securitized-product strategies for institutional clients, operating both pooled vehicles and account-based mandates. Its advisory scope includes portfolio management for investment companies and for businesses or other institutions, and the firm also functions in sponsor and managing-member roles for pooled vehicles. Compensation arrangements combine a percentage-of-AUM fee with performance-based fees, which aligns the firm’s economics with return outcomes. Comvest Credit Managers is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 6
  • DEBORAH NORDELL

    Chief Financial OfficerCRD 4627939

  • GREGORY REYNOLDS

    Partner, Chief Investment OfficerCRD 3007093

  • CECILIO RODRIGUEZ

    Partner and Chief Financial OfficerCRD 4901911

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Contacts

1 of 1
  • MICHAEL ALTSCHULER

    Partner and General CounselCRD 6774166

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth