# COMVEST ADVISORS LLC

COMVEST ADVISORS LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 160753
- Type: SEC-registered investment adviser
- SEC file number: 801-74325
- Location: 360 S. ROSEMARY, SUITE 1700, WEST PALM BEACH, FL, 33401
- Phone: 561-727-2000
- Latest filing: 2026-03-31
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.4B
- Clients: 150
- Accounts: 8

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| [Cecilio Manuel Rodriguez](https://search.stillhousedata.com/person/671520) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| [Robert Anthony O'Sullivan](https://search.stillhousedata.com/person/671521) | MANAGING PARTNER | — |
| [Michael Stewart Falk](https://search.stillhousedata.com/person/671522) | FOUNDER/CEO/MANAGING PARTNER; LIMITED PARTNER; MANAGING MEMBER | — |
| [Gregory Walter Reynolds](https://search.stillhousedata.com/person/671523) | PARTNER | — |
| [Michael Lee Altschuler](https://search.stillhousedata.com/person/671524) | GENERAL COUNSEL | — |
| [Jason Phillip Gelberd](https://search.stillhousedata.com/person/671525) | PARTNER | — |
| [Deborah Michelle Nordell](https://search.stillhousedata.com/person/671526) | CHIEF FINANCIAL OFFICER | — |
| [Maneesh Kumar Chawla](https://search.stillhousedata.com/person/671713) | PARTNER | — |
| [Bryan James Lee](https://search.stillhousedata.com/person/676902) | MANAGING DIRECTOR, COMVEST ADVISORS, LLC; PARTNER | — |
| [HUGHES JUSTIN JAMES](https://search.stillhousedata.com/person/730145) | MANAGING DIRECTOR, COMVEST ADVISORS, LLC | — |
| [CLARK JAMES BRIAN](https://search.stillhousedata.com/person/730517) | MANAGING DIRECTOR, COMVEST ADVISORS, LLC; MANAGING DIRECTOR, COMVEST CAPITAL ADVISORS, LLC; MANAGING DIRECTOR, COMVEST CAPITAL ADVISORS, LLC AND COMVEST CAPITAL ADVISORS (SMA MANAGER), LLC (+2 more) | — |
| [O'SULLIVAN PETER ROBERT](https://search.stillhousedata.com/person/767987) | MANAGING PARTNER; VICE CHAIRMAN/PARTNER, COMVEST ADVISORS, LLC; VICE CHAIRMAN/PARTNER, COMVEST CAPITAL ADVISORS, LLC (+1 more) | — |
| [LEE JUDD CHARLES](https://search.stillhousedata.com/person/790795) | MANAGING DIRECTOR, COMVEST ADVISORS, LLC; MANAGING DIRECTOR, COMVEST CAPITAL ADVISORS, LLC; MANAGING DIRECTOR, COMVEST CAPITAL ADVISORS, LLC AND COMVEST CAPITAL ADVISORS (SMA MANAGER), LLC (+1 more) | — |
| [FALK MICHAEL STEWART](https://search.stillhousedata.com/person/799441) | CHAIRMAN; FOUNDER/CEO/MANAGING PARTNER; FOUNDER/CHAIRMAN/MANAGING PARTNER, COMVEST ADVISORS, LLC (+5 more) | — |
| [PRIDDY ROBERT LYNN](https://search.stillhousedata.com/person/799443) | MANAGING PARTNER, COMVEST ADVISORS, LLC | — |
| [RODRIGUEZ CECILIO MANUEL](https://search.stillhousedata.com/person/817910) | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER, COMVEST ADVISORS, LLC; CHIEF FINANCIAL OFFICER, COMVEST CAPITAL ADVISORS, LLC (+1 more) | — |
| [CAPLE JOHN BYRN](https://search.stillhousedata.com/person/817911) | MANAGING DIRECTOR, COMVEST ADVISORS, LLC | — |
| [KIGHT PETER JEFFREY](https://search.stillhousedata.com/person/817912) | MANAGING MEMBER; MANAGING PARTNER, COMVEST ADVISORS, LLC; MEMBER | — |
| [MARRERO ROGER JOSE](https://search.stillhousedata.com/person/817913) | MANAGING DIRECTOR, COMVEST ADVISORS, LLC; MANAGING DIRECTOR, COMVEST CAPITAL ADVISORS, LLC; MANAGING DIRECTOR, COMVEST CAPITAL ADVISORS, LLC AND COMVEST CAPITAL ADVISORS (SMA MANAGER), LLC (+1 more) | — |
| [REYNOLDS GREGORY WALTER](https://search.stillhousedata.com/person/817914) | MANAGING DIRECTOR, COMVEST ADVISORS, LLC; MANAGING DIRECTOR, COMVEST CAPITAL ADVISORS, LLC; MANAGING DIRECTOR, COMVEST CAPITAL ADVISORS, LLC AND COMVEST CAPITAL ADVISORS (SMA MANAGER), LLC (+1 more) | — |
| [GELBERD JASON PHILLIP](https://search.stillhousedata.com/person/825801) | MANAGING DIRECTOR, COMVEST ADVISORS, LLC; MANAGING DIRECTOR, COMVEST CAPITAL ADVISORS, LLC; MANAGING DIRECTOR, COMVEST CAPITAL ADVISORS, LLC AND COMVEST CAPITAL ADVISORS (SMA MANAGER), LLC (+1 more) | — |
| [ALTSCHULER MICHAEL LEE](https://search.stillhousedata.com/person/842921) | CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL; CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL, COMVEST ADVISORS, LLC; CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL, COMVEST CAPITAL ADVISORS, LLC (+1 more) | — |
| [GULLEN MATTHEW DAVID](https://search.stillhousedata.com/person/842922) | MANAGING DIRECTOR, COMVEST ADVISORS, LLC; PARTNER | — |
| [Chawla Maneesh](https://search.stillhousedata.com/person/850661) | PARTNER | — |
| [O'SULLIVAN ROBERT ANTHONY](https://search.stillhousedata.com/person/862173) | MANAGING PARTNER | — |


## Disclosures (11)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |
| — | civil | — | — | — |


## Private funds (8)

Mix: Hedge Fund 4 · Private Equity Fund 4

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| COMVEST CREDIT PARTNERS V, L.P | Hedge Fund | Delaware | 34 | $1.1B | $5.0M |
| COMVEST CAPITAL IV, L.P. | Hedge Fund | Delaware | 37 | $430.8M | $1.0M |
| COMVEST CREDIT PARTNERS V (LUXEMBOURG) MASTER FUND, SCSP | Private Equity Fund | Luxembourg | 10 | $424.3M | $5.0M |
| COMVEST CREDIT PARTNERS V INTERNATIONAL, L.P. | Hedge Fund | Delaware | 13 | $211.5M | $5.0M |
| COMVEST CAPITAL IV INTERNATIONAL, L.P. | Hedge Fund | Delaware | 11 | $97.2M | $1.0M |
| COMVEST CAPITAL IV (LUXEMBOURG) MASTER FUND, SCSP | Private Equity Fund | Luxembourg | 3 | $62.0M | $5.0M |
| COMVEST CAPITAL III, L.P. | Private Equity Fund | Delaware | 37 | $48.5M | $1.0M |
| COMVEST CAPITAL III INTERNATIONAL, L.P. | Private Equity Fund | Delaware | 10 | $13.9M | $1.0M |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHICAGO | IL | 24 | 312-895-8138 |
| CHICAGO | IL | 24 | 312-895-8138 |
| CHICAGO | IL | 16 | 312-637-8455 |
| CHICAGO | IL | 16 | 312-637-8455 |
| NEW YORK | NY | 4 | 212-350-8275 |
| NEW YORK | NY | 4 | 212-350-8275 |


## Fund service providers (1)

- administrator: SS&C (LUXEMBOURG) SARL — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160753/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160753/similar
- Related entities: https://search.stillhousedata.com/firm/160753/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160753

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.