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COMVEST CREDIT ADVISORS, LLC
CRD 311663File 801-120234
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.25B
Top 10% of cohort (national)
Discretionary AUM
$9.25B
Clients
12
12 accounts
Employees
150
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 5, 2021
- Principal office
- 360 S. ROSEMARY, SUITE 1700, WEST PALM BEACH, FL, 33401-6351
- Phone
- 561-727-2000
- Website
- HTTP://WWW.COMVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.25B
- Discretionary AUM
- $9.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $770.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $9.25B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 120 | 150 | increased by30 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | AUM | $7,561,302,693 | $9,250,841,213 | increased by$1,689,538,520 |
| Jan 1, 2026 | Employees | 136 | 120 | decreased by16 |
| Jan 1, 2026 | Clients | 11 | 12 | increased by1 |
| Jan 1, 2026 | AUM | $8,406,959,676 | $7,561,302,693 | decreased by$845,656,983 |
| Jan 1, 2026 | Accounts | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 97 | 136 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 11 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $573,924,856 | $8,406,959,676 | increased by$7,833,034,820 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 11 | increased by5 |
| Apr 1, 2022 | Employees | 83 | 97 | increased by14 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | AUM | $0 | $573,924,856 | increased by$573,924,856 |
| Apr 1, 2022 | Accounts | 0 | 6 | increased by6 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COMVEST CREDIT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMVEST CREDIT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.