{ "crd_number": 160753, "slug": "comvest-advisors-llc-west-palm-beach-fl-160753", "primary_business_name": "COMVEST ADVISORS LLC", "legal_name": "COMVEST ADVISORS LLC", "dbas": [ "COMVEST CAPITAL", "COMVEST CREDIT OPPORTUNITIES", "COMVEST CREDIT PARTNERS", "COMVEST GROUP", "COMVEST PARTNERS", "MANULIFE COMVEST CREDIT PARTNERS" ], "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": "2012-03-28", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 2429529950.0, "raum_discretionary": 2429529950.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 150, "advisory_employees": 128, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 2429529950.0, "count": 8 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 4, "states_registered": [ "FL", "IL", "NY" ], "websites": [ "https://comvest.com", "https://linkedin.com/company/manulife-comvest-credit-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160753", "disclosure_items": [ { "item": "11.D(1)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?" }, { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" }, { "item": "11.H(2)", "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?" } ], "city_as_filed": "WEST PALM BEACH", "url": "https://advisorcensus.com/firm/comvest-advisors-llc-west-palm-beach-fl-160753", "display_name": "Comvest Advisors LLC", "summary": "Comvest Advisors LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Comvest Advisors LLC (CRD 160753): 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 Comvest Advisors LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Comvest 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." }, { "q": "Where is Comvest Advisors LLC located?", "a": "Comvest Advisors LLC's principal office is in West Palm Beach, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Comvest Advisors LLC registered with the SEC or a state?", "a": "Comvest Advisors LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160753." }, { "q": "How much does Comvest Advisors LLC manage?", "a": "Comvest Advisors LLC reports $2,429,529,950 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Comvest Advisors LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Comvest Advisors LLC: Regulatory assets under management: $4,749,902,647 in the October 2021 data and $2,429,529,950 in the October 2026 data, down 49%. Total employees: 92 in October 2021 and 150 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Comvest 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) (8)." }, { "q": "Does Comvest Advisors LLC report any disciplinary disclosures?", "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160753" }, { "q": "What changed in Comvest Advisors LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 101 to 128. Item 11 disclosure answers changed: 4 yes answers, previously 0 (now yes: 11.D(1), 11.D(2), 11.D(4), 11.H(2)). Added the business name Manulife Comvest Credit Partners. Added an office in Chicago, IL." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4749902647.0, "total_employees": 92, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 5122906343.0, "total_employees": 97, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4342966736.0, "total_employees": 95, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4257124908.0, "total_employees": 111, "filing_date": "2024-06-24" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3576436976.0, "total_employees": 136, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2429529950.0, "total_employees": 150, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 101 to 128.", "Item 11 disclosure answers changed: 4 yes answers, previously 0 (now yes: 11.D(1), 11.D(2), 11.D(4), 11.H(2)).", "Added the business name Manulife Comvest Credit Partners.", "Added an office in Chicago, IL." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Regulatory assets under management went from $3,576,436,976 to $2,699,109,000 (-25%).", "No longer lists the business name Comvest Investment Partners.", "No longer lists the business name Comvest Private Equity.", "Changed its office addresses in Chicago, IL.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/comvest-advisors-llc-west-palm-beach-fl-160753.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 8, "fewer_than_5": false, "raum": 2429529950.0 } ], "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.", "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/160753", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }