Falists
← Back to search

COMVEST CREDIT ADVISORS, LLC

CRD 311663 · SEC 801-120234

Visit website

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

TypeClientsAUM
Pooled investment vehicles12$9.25B

States served

IL, NY, FL

All web addresses on file

Official SEC filing: View on IAPD