Comvest Advisors Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 160753
· SEC file 801-74325
· West Palm Beach, FL
· WWW.COMVEST.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 8
- Avg AUM / client
- $304M
- Accounts
- 8
- Employees
- 150
AUM over time
$1.2B
$5.1B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $2.4B | 100.0% |
Private funds (18)
View all →Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $3.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Comvest Credit Partners V, L.P | Hedge Fund | Delaware | $1.2B | 35 |
| Comvest Capital Iv, L.P. | Hedge Fund | Delaware | $683M | 36 |
| Comvest Credit Partners V (Luxembourg) Master Fund, Scsp master | Private Equity Fund | Luxembourg | $459M | 10 |
| Comvest Investment Partners V, L.P. | Private Equity Fund | Delaware | $352M | 56 |
| Comvest Investment Partners V A, L.P. | Private Equity Fund | Delaware | $294M | 33 |
| Comvest Credit Partners V International, L.P. master | Hedge Fund | Delaware | $225M | 13 |
| Comvest Investment Partners Iv, L.P. | Private Equity Fund | Delaware | $210M | 63 |
| Comvest Capital Iv International, L.P. master | Hedge Fund | Delaware | $149M | 11 |
| Comvest Strategic Growth Fund, L.P. | Private Equity Fund | Delaware | $106M | 36 |
| Comvest Capital Iv (Luxembourg) Master Fund, Scsp master | Private Equity Fund | Luxembourg | $93.1M | 3 |
| Comvest Capital Iii, L.P. | Private Equity Fund | Delaware | $53.9M | 37 |
| Comvest Capital Ii, L.P. | Private Equity Fund | Delaware | $32.7M | 45 |
| Comvest Investment Partners Iv A, L.P. | Private Equity Fund | Delaware | $16.4M | 17 |
| Comvest Capital Iii International, L.P. master | Private Equity Fund | Delaware | $15.2M | 10 |
| Cvgh Investors, Llc | Private Equity Fund | Delaware | $14.8M | 43 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Falk, Michael, Stewart | Founder/Ceo/Managing Partner | May 2006 (20y) | 75% or more of Comvest Group Gp, Llc (indirect) | |
| O'sullivan, Robert, Anthony | Managing Partner | May 2006 (20y) | Less than 5% | |
| Rodriguez, Cecilio, Manuel | Chief Compliance Officer/Chief Financial Officer | May 2006 (20y) | Less than 5% | |
| Marrero, Roger, Jose | Managing Partner | Feb 2010 (17y) | Less than 5% | |
| Reynolds, Gregory, Walter | Partner | Apr 2010 (16y) | Less than 5% | |
| Lee, Daniel, Charles | Partner | Dec 2011 (15y) | Less than 5% | |
| Gelberd, Jason, Phillip | Partner | May 2013 (13y) | Less than 5% | |
| Altschuler, Michael, Lee | General Counsel | Nov 2016 (10y) | Less than 5% | |
| Chawla, Maneesh, Kumar | Partner | Jan 2018 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Comvest Group Holdings Lp | Managing Member | Dec 2010 | A | 75% or more |
| Comvest Management Holdings Lp | Limited Partner | Feb 2020 | B | ≈ 56.25% – 100% via Comvest Group Holdings Lp |
| Comvest Group Gp, Llc | General Partner | Feb 2020 | B | GP / trustee / elected manager of Comvest Management Holdings Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Comvest Management Holdings Lp: 75% – 100% of Comvest Group Holdings Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (18, $3.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Comvest Credit Partners V, L.P | Hedge Fund | $1.2B | $5.0M | 35 |
| Comvest Capital Iv, L.P. | Hedge Fund | $683M | $1.0M | 36 |
| Comvest Credit Partners V (Luxembourg) Master Fund, Scsp | Private Equity Fund | $459M | $5.0M | 10 |
| Comvest Investment Partners V, L.P. | Private Equity Fund | $352M | $5.0M | 56 |
| Comvest Investment Partners V A, L.P. | Private Equity Fund | $294M | $5.0M | 33 |
| Comvest Credit Partners V International, L.P. | Hedge Fund | $225M | $5.0M | 13 |
| Comvest Investment Partners Iv, L.P. | Private Equity Fund | $210M | $5.0M | 63 |
| Comvest Capital Iv International, L.P. | Hedge Fund | $149M | $1.0M | 11 |
| Comvest Strategic Growth Fund, L.P. | Private Equity Fund | $106M | $5.0M | 36 |
| Comvest Capital Iv (Luxembourg) Master Fund, Scsp | Private Equity Fund | $93.1M | $5.0M | 3 |
| Comvest Capital Iii, L.P. | Private Equity Fund | $53.9M | $1.0M | 37 |
| Comvest Capital Ii, L.P. | Private Equity Fund | $32.7M | $1.0M | 45 |
| Comvest Investment Partners Iv A, L.P. | Private Equity Fund | $16.4M | $5.0M | 17 |
| Comvest Capital Iii International, L.P. | Private Equity Fund | $15.2M | $1.0M | 10 |
| Cvgh Investors, Llc | Private Equity Fund | $14.8M | $6.0K | 43 |
| Comvest Capital Ii International, L.P. | Private Equity Fund | $7.2M | $1.0M | 10 |
| Cip Iv Florida Fund, L.P. | Private Equity Fund | $3.0M | $5.0M | 2 |
| Comvest Ip Iv Co Invest, L.P. | Private Equity Fund | $203K | $5.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗