Investment adviser · CRD 160753

COMVEST ADVISORS LLC

Investment adviser filing (IA)

WEST PALM BEACH, FL, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$2.43B
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
150
Reported in this filing
Advisory professionals
128
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles8$2,429,529,950100.0%
Filing source

Form ADV 2069597 · Mar 31, 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

27 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

COMVEST CREDIT PARTNERS V, L.PHedge Fund · Last reported Mar 31, 2026$1.14BGross asset value

Form D fundraising filings

COMVEST CREDIT PARTNERS V, L.P.

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
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
805-8133386036
Reported beneficial owners
34
Minimum commitment
$5M
Form D file number
021-347093

Form ADV 2069597 · Mar 31, 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 CAPITAL IV, L.P.Hedge Fund · Last reported Mar 31, 2026$431MGross asset value

Form D fundraising filings

COMVEST CAPITAL IV, L.P.

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
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
805-8934702240
Reported beneficial owners
37
Minimum commitment
$1M
Form D file number
021-274092

Form ADV 2069597 · Mar 31, 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 CREDIT PARTNERS V (LUXEMBOURG) MASTER FUND, SCSPPrivate Equity Fund · Last reported Mar 31, 2026$424MGross asset value

Feeder funds

Fund administrator SS&C (LUXEMBOURG) SARL LUXEMBOURG, Luxembourg Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-7081996088
Reported beneficial owners
10
Minimum commitment
$5M
Form D file number
021-348090

Form ADV 2069597 · Mar 31, 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 CREDIT PARTNERS V INTERNATIONAL, L.P.Hedge Fund · Last reported Mar 31, 2026$212MGross asset value

Feeder funds

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
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
805-4500092372
Reported beneficial owners
13
Minimum commitment
$5M
Form D file number
021-347095

Form ADV 2069597 · Mar 31, 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 CAPITAL IV INTERNATIONAL, L.P.Hedge Fund · Last reported Mar 31, 2026$97.2MGross asset value

Form D fundraising filings

COMVEST CAPITAL IV INTERNATIONAL, L.P.

Feeder funds

  • COMVEST CAPITAL IV INTERNATIONAL (CAYMAN), L.P.
Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
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
805-8499498905
Reported beneficial owners
11
Minimum commitment
$1M
Form D file number
021-274091

Form ADV 2069597 · Mar 31, 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 CAPITAL IV (LUXEMBOURG) MASTER FUND, SCSPPrivate Equity Fund · Last reported Mar 31, 2026$62MGross asset value

Feeder funds

Fund administrator SS&C (LUXEMBOURG) SARL LUXEMBOURG, Luxembourg Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-2795285416
Reported beneficial owners
3
Minimum commitment
$5M
Form D file number
021-301274

Form ADV 2069597 · Mar 31, 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 CAPITAL III, L.P.Private Equity Fund · Last reported Mar 31, 2026$48.5MGross asset value

Form D fundraising filings

COMVEST CAPITAL III, L.P.

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
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
805-2401557151
Reported beneficial owners
37
Minimum commitment
$1M
Form D file number
021-214570

Form ADV 2069597 · Mar 31, 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: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

360 S. ROSEMARY, SUITE 1700
WEST PALM BEACH, FL, 33401, United States

CRD 160753

Filing source

Form ADV 2069597 · Mar 31, 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.