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COMVEST ADVISORS LLC
CRD 160753 · SEC 801-74325
360 S. ROSEMARY, SUITE 1700, WEST PALM BEACH, FL, 33401, United States
Phone
561-727-2000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.43B
Discretionary AUM
$2.43B
Team
150 total employees; 128 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $2.43B |
States served
IL, NY, FL
All web addresses on file
Official SEC filing: View on IAPD