Comvest Credit Advisors, LLC

Overview

Comvest Credit Advisors, LLC is an SEC registered investment adviser based in West Palm Beach, FL, registered since 2021. It reports $9.3B in assets under management across 12 accounts, with 150 employees.

Reported AUM

$9.3B

Discretionary

100%

Accounts

12

Average account

$771M

Employees

150

Registered since

2021

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Client types

• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 7

• Michael Stewart Falk Founder, Chief Executive Officer, Managing Partner CRD 1260489
• Robert Anthony O'Sullivan Managing Partner CRD 4580748
• Cecilio Manuel Rodriguez Chief Compliance Officer CRD 4901911

4 more executive officers, with direct contact details

Location

Headquarters

360 S Rosemary Ave Ste 1700
West Palm Beach, FL 33401

County

Palm Beach

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: comvest.com

Every state, with registration dates

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