COMVEST CREDIT ADVISORS, LLC

Adviser information for COMVEST CREDIT ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	111
Investment Advisory/Research	80
Registered Broker-Dealer Representatives	1
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	11	$4.8B
Non-Discretionary	0	$0
Total	11	$4.8B

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	11	$4.8B
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	45

Services

Advisory Services	Portfolio management for pooled investment vehicles
Compensation	% of AUMPerformance-based fees
Other Business Activities	Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number	801-120234
SEC ERA File Number	801-120234
SEC CIK Numbers	None
SEC CRD Numbers	311663
Legal Entity Identifier	None

Principal Office

360 S. ROSEMARY
SUITE 1700
WEST PALM BEACH
FL
United States

Monday - Friday, 9:00 AM - 5:00 PM

Tel: 561-727-2000, Fax: None

Websites

www.comvest.com

Chief Compliance Officer

CECILIO M. RODRIGUEZ

CHIEF FINANCIAL OFFICER

360 S. ROSEMARY

SUITE 1700

WEST PALM BEACH

United States

Tel: (561) 727-2010

C**********@**********M

(Full email address available in API data)

Regulatory Contact

MICHAEL ALTSCHULER

GENERAL COUNSEL

360 S. ROSEMARY

SUITE 1700

WEST PALM BEACH

United States

Tel: (561)727-2060

M***********@**********M

(Full email address available in API data)

Industry Affiliates

COMMONWEALTH CREDIT ADVISORS, LLC	Other investment adviser, including financial planners
COMVEST ADVISORS LLC	Other investment adviser, including financial planners
COMVEST CAPITAL ADVISORS, LLC	Other investment adviser, including financial planners
COMVEST CREDIT (M) 2023 GP, L.P.	Sponsor, GP, manager of pooled investment vehicles
COMVEST CREDIT MANAGERS, LLC	Other investment adviser, including financial planners
COMVEST CREDIT PARTNERS EVERGREEN FUND GP, L.P.	Sponsor, GP, manager of pooled investment vehicles
COMVEST CREDIT PARTNERS SELECT CO-INVEST GP, LLC	Sponsor, GP, manager of pooled investment vehicles
COMVEST CREDIT VI GP, L.P.	Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
COMVEST CREDIT VI PARTNERS GP, SARL	Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
COMVEST CREDIT VII GP L.P.	Sponsor, GP, manager of pooled investment vehicles
COMVEST CREDIT VII GP LEVERED L.P.	Sponsor, GP, manager of pooled investment vehicles
COMVEST CREDIT VII PARTNERS GP LEVERED SARL	Sponsor, GP, manager of pooled investment vehicles
COMVEST SG ADVISORS LLC	Other investment adviser, including financial planners
COMVEST SO PARTNERS, L.P.	Sponsor, GP, manager of pooled investment vehicles
COMVEST VI PARTNERS, L.P.	Sponsor, GP, manager of pooled investment vehicles
CREDIT PARTNERS FUND VII CAYMAN GP, LLC	Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners
COMVEST CREDIT PARTNERS (M) 2023, L.P.	Private Equity Fund	$101.9M	$5.0M	2
COMVEST CREDIT PARTNERS EVERGREEN FUND, L.P.	Hedge Fund	$200.6M	$5.0M	5
COMVEST CREDIT PARTNERS SELECT CO-INVEST FUND V, L.P.	Private Equity Fund	$174.6M	$5.0M	4
COMVEST CREDIT PARTNERS VI (LUXEMBOURG) MASTER FUND, SCSP SICAV RAIF	Private Equity Fund	$736.8M	$5.0M	9
COMVEST CREDIT PARTNERS VI INTERNATIONAL, L.P.	Hedge Fund	$201.9M	$5.0M	10
COMVEST CREDIT PARTNERS VI L.P.	Hedge Fund	$1,942.5M	$5.0M	57
COMVEST CREDIT PARTNERS VII LEVERED MASTER SCSP SICAV-RAIF	Hedge Fund	$385.0M	$5.0M	4
COMVEST CREDIT PARTNERS VII MASTER SCSP SICAV-RAIF	Private Equity Fund	$50.0M	$5.0M	1
COMVEST INVESTMENT PARTNERS VI-A, L.P.	Private Equity Fund	$166.9M	$5.0M	22
COMVEST INVESTMENT PARTNERS VI, L.P.	Private Equity Fund	$717.0M	$5.0M	111
COMVEST SPECIAL OPPORTUNITIES FUND, L.P.	Private Equity Fund	$279.1M	$5.0M	48

Control Persons

Name	Type	Entity	Title	Since	Ownership
FALK, MICHAEL, STEWART	Individual	–	FOUNDER/CEO/MANAGING PARTNER	11/2020	< 5%
COMVEST GROUP HOLDINGS II LP	Domestic Entity	–	MANAGING MEMBER	11/2020	> 75%
RODRIGUEZ, CECILIO, MANUEL	Individual	–	CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER	11/2020	< 5%
O'SULLIVAN, ROBERT, ANTHONY	Individual	–	MANAGING PARTNER	11/2020	< 5%
LEE, DANIEL, CHARLES	Individual	–	PARTNER	11/2020	< 5%
MARRERO, ROGER, JOSE	Individual	–	SENIOR PARTNER	11/2020	< 5%
COMVEST MANAGEMENT HOLDINGS LP	Domestic Entity	COMVEST GROUP HOLDINGS LP	LIMITED PARTNER	02/2020	> 75%
REYNOLDS, GREGORY, WALTER	Individual	–	PARTNER	11/2020	< 5%
GELBERD, JASON, PHILLIP	Individual	–	PARTNER	11/2020	< 5%
ALTSCHULER, MICHAEL, LEE	Individual	–	GENERAL COUNSEL	11/2020	< 5%
CHAWLA, MANEESH, KUMAR	Individual	–	SENIOR PARTNER	11/2020	< 5%
FALK, MICHAEL, STEWART	Individual	COMVEST GROUP GP II LLC	MEMBER AND MANAGER	11/2020	> 75%
COMVEST GROUP GP, LLC	Domestic Entity	COMVEST MANAGEMENT HOLDINGS LP	GENERAL PARTNER	02/2020
COMVEST GROUP HOLDINGS LP	Domestic Entity	COMVEST GROUP HOLDINGS II LP	LIMITED PARTNER	11/2020	> 75%
COMVEST GROUP GP II LLC	Domestic Entity	COMVEST GROUP HOLDINGS II LP	GENERAL PARTNER	11/2020
COMVEST GROUP GP, LLC	Domestic Entity	COMVEST GROUP HOLDINGS LP	GENERAL PARTNER	02/2020
FALK, MICHAEL, STEWART	Individual	COMVEST GROUP GP, LLC	MANAGING MEMBER	09/2009	> 75%

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