{ "crd_number": 338119, "slug": "cip-pe-advisors-llc-west-palm-beach-fl-338119", "primary_business_name": "CIP PE ADVISORS, LLC", "legal_name": "CIP PE ADVISORS, LLC", "dbas": [], "city": "West Palm Beach", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-12-08", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-07-23", "carried_forward": false, "raum_total": 1920476487.0, "raum_discretionary": 1920476487.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 23, "advisory_employees": 19, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1920476487.0, "count": 10 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL" ], "websites": [ "https://comvestprivateequity.com", "https://linkedin.com/company/comvest-private-equity" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338119", "city_as_filed": "WEST PALM BEACH", "url": "https://advisorcensus.com/firm/cip-pe-advisors-llc-west-palm-beach-fl-338119", "display_name": "CIP PE Advisors, LLC", "summary": "CIP PE Advisors, LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.", "citation": "AdvisorCensus. CIP PE Advisors, LLC (CRD 338119): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is CIP PE Advisors, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), CIP PE Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is CIP PE Advisors, LLC located?", "a": "CIP PE Advisors, LLC's principal office is in West Palm Beach, FL, according to its Form ADV; the November 2025 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is CIP PE Advisors, LLC registered with the SEC or a state?", "a": "CIP PE Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338119." }, { "q": "How much does CIP PE Advisors, LLC manage?", "a": "CIP PE Advisors, LLC reports $1,920,476,487 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary)." }, { "q": "What types of clients does CIP PE Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10)." }, { "q": "Does CIP PE Advisors, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338119" }, { "q": "What changed in CIP PE Advisors, LLC's recent Form ADV filings?", "a": "In the August 2026 filing data: Changed its legal name from CIP Advisors, LLC to CIP PE Advisors, LLC." } ], "filing_history": [], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Changed its legal name from CIP Advisors, LLC to CIP PE Advisors, LLC." ] }, { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "No longer lists the business name Comvest Private Equity.", "No longer lists the business name Comvest Partners.", "No longer lists the business name Comvest Investment Partners.", "No longer lists the business name Comvest Group.", "Changed its legal name from Comvest PE Advisors, LLC to CIP Advisors, LLC.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $2,155,505,243 to $1,920,476,487 (-11%).", "Employees performing advisory functions went from 23 to 19." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Newly registered with the SEC.", "No longer lists the business name Comvest Capital.", "No longer lists the business name Comvest Credit Opportunities.", "No longer lists the business name Comvest Credit Partners.", "No longer lists an office in Chicago, IL.", "No longer lists an office in New York, NY.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/cip-pe-advisors-llc-west-palm-beach-fl-338119.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 10, "fewer_than_5": false, "raum": 1920476487.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338119", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }