# CIP PE Advisors, LLC

> 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.

- CRD: 338119
- Filed as: CIP PE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338119
- AdvisorCensus page: https://advisorcensus.com/firm/cip-pe-advisors-llc-west-palm-beach-fl-338119

## Quick answers

**How is CIP PE Advisors, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CIP PE Advisors, LLC located?**
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).

**Is CIP PE Advisors, LLC registered with the SEC or a state?**
CIP PE Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338119.

**How much does CIP PE Advisors, LLC manage?**
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).

**What types of clients does CIP PE Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does CIP PE Advisors, LLC report any disciplinary disclosures?**
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

**What changed in CIP PE Advisors, LLC's recent Form ADV filings?**
In the August 2026 filing data: Changed its legal name from CIP Advisors, LLC to CIP PE Advisors, LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,920,476,487
- Discretionary: $1,920,476,487
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $1,920,476,487 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 23 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the November 2025 filing
- Chicago, IL
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- comvestprivateequity.com
- LinkedIn @comvest-private-equity

## Changes in the filing (last 12 months)

### August 2026
- Changed its legal name from CIP Advisors, LLC to CIP PE Advisors, LLC.

### July 2026
- 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).

### April 2026
- 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.

### January 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CIP PE Advisors, LLC (CRD 338119): Form ADV filing data as of October 2026.