Comvest Credit Managers, Llc
- Regulatory AUM
- $957M
- Discretionary
- $957M
- Clients
- 3
- Avg AUM / client
- $319M
- Accounts
- 3
- Employees
- 150
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $957M | 100.0% |
| Pooled investment vehicles (non-investment companies) | 2 | $0 | — |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $77.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Amg Comvest Senior Lending Feeder Fund Llc | Securitized Asset Fund | Delaware | $77.8M | 2 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Falk, Michael, Stewart | Founder / Ceo / Managing Partner | Nov 2020 (6y) | 75% or more of Comvest Group Gp Ii Llc (indirect) | |
| Altschuler, Michael, Lee | General Counsel | Jun 2022 (4y) | Less than 5% | |
| Chawla, Maneesh, Kumar | Senior Partner | Jun 2022 (4y) | Less than 5% | |
| Gelberd, Jason, Phillip | Partner | Jun 2022 (4y) | Less than 5% | |
| Lee, Daniel, Charles | Partner | Jun 2022 (4y) | Less than 5% | |
| Marrero, Roger, Jose | Senior Partner | Jun 2022 (4y) | Less than 5% | |
| O'sullivan, Robert, Anthony | Managing Partner | Jun 2022 (4y) | Less than 5% | |
| Reynolds, Gregory, Walter | Partner | Jun 2022 (4y) | Less than 5% | |
| Rodriguez, Cecilio, Manuel | Chief Compliance Officer / Chief Financial Officer | Jun 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Comvest Group Holdings Ii Lp | Manager | Jun 2022 | A | 25% – 50% |
| Comvest Credit Managers Feeder, L.P. | Member | Apr 2024 | A | 25% – 50% |
| Comvest Credit Managers Feeder Ii, L.P. | Member | Apr 2024 | A | 10% – 25% |
| Comvest Credit Managers Feeder Iii, L.P. | Member | Apr 2024 | A | 10% – 25% |
| Comvest Group Holdings Lp | Limited Partner | Nov 2020 | B | ≈ 18.75% – 50% via Comvest Group Holdings Ii Lp |
| Comvest Management Holdings Lp | Limited Partner | Feb 2020 | B | ≈ 14.06% – 50% via Comvest Group Holdings Lp |
| Comvest Group Gp Ii Llc | General Partner | Nov 2020 | B | GP / trustee / elected manager of Comvest Group Holdings Ii Lp (indirect) |
| Comvest Group Gp, Llc | General Partner | Feb 2020 | B | GP / trustee / elected manager of Comvest Group Holdings Lp (indirect) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Comvest Group Holdings Lp: 75% – 100% of Comvest Group Holdings Ii Lp × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Comvest Management Holdings Lp: 75% – 100% of Comvest Group Holdings Lp × 75% – 100% of Comvest Group Holdings Ii Lp × 25% – 50% direct ≈ 14.06% – 50% 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 (1, $77.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Amg Comvest Senior Lending Feeder Fund Llc | Securitized Asset Fund | $77.8M | $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 | 2.8 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 investment companies
- • Portfolio management for businesses/institutional clients
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) ↗