Form D · Private Equity Fund

COMVEST SPECIAL OPPORTUNITIES FUND, L.P.

West Palm Beach, FL · CIK 0001818878

Offering snapshot reported Jan 19, 2022 · SEC filing

Reported sold
$234M
Offering amount: $400M
Investors reported
19
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 23, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 19

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 19, 2022Amendment$234,314,000No comparison19SEC filing
Nov 19, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-381052
The general partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests.

Source: Form D, filed Jan 19, 2022. 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 SPECIAL OPPORTUNITIES FUND, L.P.

Investment adviser: COMVEST CREDIT ADVISORS, LLC

Gross asset value
$329M
Beneficial owners
48
ADV minimum commitment
$5M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS (US) LLC CHICAGO, Illinois, United States 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

Filing source

Form ADV 2071666 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6476216053

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
Michael S. Falk Executive, Promoter
Jason Gelberd Executive, Promoter
Daniel Lee Executive, Promoter
Robert A. O' Sullivan Executive, Promoter
Greg Reynolds Executive, Promoter
Cecilio M. Rodriguez Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
525 Okeechobee Boulevard, Suite 1050
West Palm Beach, FL, 33401