Data / Investment advisers / Florida / Comvest Credit Managers, LLC
Comvest Credit Managers, LLC, West Palm Beach, FL: $957 million AUM, SEC registered investment adviser
Comvest Credit Managers, LLC is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $957 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include business development companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 322342
- SEC file number
- 801-126178
- SEC status
- Approved, effective July 21, 2022
- Main office
- 360 S. Rosemary Suite 1700, West Palm Beach, FL 33401
- Phone
- (561) 727-2000
- Website
- comvest.com
- Regulatory AUM
- $956,839,000 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $956,839,000
- Accounts
- 3
- Employees
- 150, of which 128 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 securitized asset funds
- Gross assets of private funds
- $546,127,806
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, civil court actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Business development companies | 1 | $956.8 million |
| Pooled investment vehicles | 2 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $956.8 million | March 31, 2026 |
| December 1, 2025 | $973.6 million | March 28, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Rizvi Traverse Management, LLC | West Palm Beach | $1.29 billion | 38 | adviserinfo.sec.gov |
| Ibex Wealth Advisors, LLC | West Palm Beach | $1.28 billion | Not listed | adviserinfo.sec.gov |
| Whalerock Point Partners, LLC | West Palm Beach | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Palm Beach Capital Management III, LLC | West Palm Beach | $998.8 million | 15 | adviserinfo.sec.gov |
| Satovsky Asset Management LLC | West Palm Beach | $974.8 million | Not listed | adviserinfo.sec.gov |
| Harbor Advisors | West Palm Beach | $851.7 million | Not listed | adviserinfo.sec.gov |
| Aua Private Equity Partners, LLC | West Palm Beach | $841.8 million | 13 | adviserinfo.sec.gov |
| Tremblant Capital Group | West Palm Beach | $744.6 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving business development companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Comvest Credit Managers, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.