Investment adviser · CRD 338119
CIP ADVISORS, LLC
Investment adviser filing (IA)
WEST PALM BEACH, FL, United States · Form ADV filed Jul 23, 2026
- Regulatory AUM
- $1.92B Form ADV · Item 5.F
- Client accounts
- 10 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 19 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 10 | $1,920,476,487 | 100.0% |
Filing source
Form ADV 2117292 · Jul 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
10 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
COMVEST INVESTMENT PARTNERS VI, L.P.Private Equity Fund · Last reported Jul 23, 2026$914MGross asset value
Form D fundraising filings
COMVEST INVESTMENT PARTNERS VI, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 801-14235
MOELIS & COMPANY LLC
CRD 145115 · SEC 8-67705
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793 · SEC 801-10746
Fund details & source
- Fund ID
- 805-6719838225
- Reported beneficial owners
- 163
- Minimum commitment
- $5M
- Form D file number
- 021-411833
Form ADV 2117292 · Jul 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COMVEST INVESTMENT PARTNERS VI-A, L.P.Private Equity Fund · Last reported Jul 23, 2026$289MGross asset value
Form D fundraising filings
COMVEST INVESTMENT PARTNERS VI-A, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 801-14235
MOELIS & COMPANY LLC
CRD 145115 · SEC 8-67705
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793 · SEC 801-10746
Fund details & source
- Fund ID
- 805-7040898755
- Reported beneficial owners
- 33
- Minimum commitment
- $5M
- Form D file number
- 021-411834
Form ADV 2117292 · Jul 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COMVEST INVESTMENT PARTNERS V, L.P.Private Equity Fund · Last reported Jul 23, 2026$269MGross asset value
Form D fundraising filings
COMVEST INVESTMENT PARTNERS V, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-8816377558
- Reported beneficial owners
- 54
- Minimum commitment
- $5M
- Form D file number
- 021-225778
Form ADV 2117292 · Jul 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COMVEST INVESTMENT PARTNERS V-A, L.P.Private Equity Fund · Last reported Jul 23, 2026$225MGross asset value
Form D fundraising filings
COMVEST INVESTMENT PARTNERS V-A, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-9670091548
- Reported beneficial owners
- 33
- Minimum commitment
- $5M
- Form D file number
- 021-225779
Form ADV 2117292 · Jul 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COMVEST INVESTMENT PARTNERS IV, L.P.Private Equity Fund · Last reported Jul 23, 2026$157MGross asset value
Form D fundraising filings
COMVEST INVESTMENT PARTNERS IV, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-3100340306
- Reported beneficial owners
- 63
- Minimum commitment
- $5M
- Form D file number
- 021-144213
Form ADV 2117292 · Jul 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COMVEST STRATEGIC GROWTH FUND, L.P.Private Equity Fund · Last reported Jul 23, 2026$86.9MGross asset value
Form D fundraising filings
COMVEST STRATEGIC GROWTH FUND, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-7284222310
- Reported beneficial owners
- 38
- Minimum commitment
- $5M
- Form D file number
- 021-309025
Form ADV 2117292 · Jul 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COMVEST INVESTMENT PARTNERS IV-A, L.P.Private Equity Fund · Last reported Jul 23, 2026$10MGross asset value
Form D fundraising filings
COMVEST INVESTMENT PARTNERS IV-A, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-3018098839
- Reported beneficial owners
- 17
- Minimum commitment
- $5M
- Form D file number
- 021-144214
Form ADV 2117292 · Jul 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 23, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
360 S. ROSEMARY AVE, SUITE 1700WEST PALM BEACH, FL, 33401, United States
CRD 338119
Filing source
Form ADV 2117292 · Jul 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.