Comvest Credit Managers, LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 322342
- Registered since
- July 21, 2022
- Website
- comvest.com
- 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
FINTRXOverview
Comvest Credit Managers, LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm reports a client base concentrated on institutional investors and provides portfolio management services for investment companies as well as for businesses and other institutions. It charges both a percentage-of-assets fee and performance-based fees, and it identifies a related adviser relationship within its organizational structure. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser and does not describe itself as a pension consultant. Industry affiliations indicate roles beyond traditional advisory duties, including activity as a sponsor, general partner or managing member of pooled investment vehicles and registrations consistent with commodity pool operator/commodity trading advisor activity.
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 6Deborah Nordell
Chief Financial OfficerCRD 4627939

Gregory Reynolds
Partner, Chief Investment OfficerCRD 3007093

Cecilio Rodriguez
Partner and Chief Financial OfficerCRD 4901911
Contacts
1 of 1
Michael 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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