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COMVEST CREDIT MANAGERS, LLC
CRD 322342File 801-126178
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$956.8M
Above cohort median (national)
Discretionary AUM
$956.8M
Clients
3
3 accounts
Employees
150
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 21, 2022
- 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
- $956.8M
- Discretionary AUM
- $956.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $318.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $0 |
| Business development companies | 1 | $956.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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 | $973,648,032 | $956,839,000 | decreased by$16,809,032 |
| Apr 1, 2026 | Accounts | 2 | 3 | increased by1 |
| Jan 1, 2026 | Employees | 136 | 120 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 97 | 136 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $973,648,032 | increased by$973,648,032 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 2 | increased by2 |
| Aug 1, 2022 | Registration | — | APPROVED |
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.