{
  "crd_number": 322342,
  "slug": "comvest-credit-managers-llc-west-palm-beach-fl-322342",
  "primary_business_name": "COMVEST CREDIT MANAGERS, LLC",
  "legal_name": "COMVEST CREDIT MANAGERS, LLC",
  "dbas": [
    "COMVEST CAPITAL",
    "COMVEST CREDIT OPPORTUNITIES",
    "COMVEST CREDIT PARTNERS",
    "COMVEST GROUP",
    "COMVEST 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": "2022-07-21",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 956839000.0,
  "raum_discretionary": 956839000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 150,
  "advisory_employees": 128,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 2
    },
    "business_development_companies": {
      "raum": 956839000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "FL",
    "IL",
    "NY"
  ],
  "websites": [
    "https://comvest.com",
    "https://linkedin.com/company/comvest-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322342",
  "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-credit-managers-llc-west-palm-beach-fl-322342",
  "display_name": "Comvest Credit Managers, LLC",
  "summary": "Comvest Credit Managers, LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Comvest Credit Managers, LLC (CRD 322342): 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 investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Comvest Credit Managers, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Comvest Credit Managers, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Comvest Credit Managers, LLC located?",
      "a": "Comvest Credit Managers, 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 Credit Managers, LLC registered with the SEC or a state?",
      "a": "Comvest Credit Managers, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322342."
    },
    {
      "q": "How much does Comvest Credit Managers, LLC manage?",
      "a": "Comvest Credit Managers, LLC reports $956,839,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Comvest Credit Managers, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Comvest Credit Managers, LLC: Regulatory assets under management: $18,333,570 in the October 2024 data and $956,839,000 in the October 2026 data, up 5119%. Total employees: 97 in October 2022 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 Credit Managers, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); business development companies (1)."
    },
    {
      "q": "Does Comvest Credit Managers, 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/322342"
    },
    {
      "q": "What changed in Comvest Credit Managers, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 100 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 an office in Chicago, IL."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 97,
      "filing_date": "2022-06-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 95,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 18333570.0,
      "total_employees": 111,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 973648032.0,
      "total_employees": 136,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 956839000.0,
      "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 100 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 an office in Chicago, IL."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 101 to 100.",
        "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-credit-managers-llc-west-palm-beach-fl-322342.md",
  "clients": [
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 956839000.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/322342",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}