Form D · Private Equity Fund

COMVEST INVESTMENT PARTNERS VI-A, L.P.

West Palm Beach, FL · CIK 0001865979

Offering snapshot reported Aug 25, 2023 · SEC filing

Reported sold
$633M
Offering amount: $1.1B
Investors reported
15
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 2, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$317M$633MAug 31, 2021Aug 26, 2022: $547,304,720.00Aug 26, 2022Aug 25, 2023: $633,304,720.00Aug 25, 2023

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$547,304,720 → $633,304,720
  • Reported investors10 → 15

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 25, 2023Amendment$633,304,720$86,000,000vs Aug 26, 202215SEC filing
Aug 26, 2022Amendment$547,304,720No comparison10SEC filing
Aug 31, 2021InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-411834
The general partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests. Total offering amount and total amount sold are aggregated together with Comvest Investment Partners VI, L.P.
Placement agent fees to be paid based upon a fee schedule. Such fees are offset against the management fees payable by the Issuer.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
STIFEL, NICOLAUS & COMPANY INCORPORATED793
MOELIS & COMPANY LLC145115
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED7691
CONSENSYS DIGITAL SECURITIES LLC289604
AMG DISTRIBUTORS, INC.27314
MOELIS & COMPANY EUROPE B.V.None

Source: Form D, filed Aug 25, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

COMVEST INVESTMENT PARTNERS VI-A, L.P.

Investment adviser: CIP ADVISORS, LLC

Gross asset value
$289M
Beneficial owners
33
ADV minimum commitment
$5M

Reported in Form ADV on Jul 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Marketer AVS VI LLC NEW YORK, New York, United States Related to adviser: No
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Marketer MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Marketer MOELIS & COMPANY EUROPE B.V. NEW YORK, New York, United States Related to adviser: No
Marketer MOELIS & COMPANY LLC NEW YORK, New York, United States Related to adviser: No
Marketer STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No
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

Filing source

Form ADV 2117292 · Jul 23, 2026 · Schedule D 7.B.(1), fund 805-7040898755

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Lee Bryan Executive, Promoter
Maneesh Chawla Executive, Promoter
Thomas Clark Executive, Promoter
Michael S. Falk Executive, Promoter
Marshall Griffin Executive, Promoter
Kevin Lahatte Executive, Promoter
Roger Marrero Executive, Promoter
Cecilio M. Rodriguez Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
360 South Rosemary Avenue, Suite 1700
West Palm Beach, FL, 33401