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 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

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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

    Gregory Reynolds

    Partner, Chief Investment OfficerCRD 3007093

  • Cecilio Rodriguez

    Cecilio Rodriguez

    Partner and Chief Financial OfficerCRD 4901911

Unlock 3 more executives

Contacts

1 of 1
  • Michael Altschuler

    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