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COMVEST CREDIT ADVISORS, LLC
CRD 311663 · SEC 801-120234
360 S. ROSEMARY, SUITE 1700, WEST PALM BEACH, FL, 33401-6351, United States
Phone
561-727-2000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.25B
Discretionary AUM
$9.25B
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 | 12 | $9.25B |
States served
IL, NY, FL
All web addresses on file
Official SEC filing: View on IAPD