Commonwealth Credit Advisors, LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 312541
- Registered since
- March 5, 2021
- Website
- comvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles52.66%
- Business Development Companies47.34%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Commonwealth Credit Advisors, LLC is an SEC-registered institutional RIA formed as an LLC in 2021 that focuses on institutional portfolio management. The firm provides investment management for investment companies and for businesses or other institutions, operating under a fee schedule that combines a percentage-of-assets charge with performance-based fees. It identifies as an active ESG investor and maintains relationships across the industry that include roles as an adviser, commodity pool operator/CTA, and sponsor or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Robert O'sullivan
Chief Executive OfficerCRD 4580748
Michael Falk
Founder and CEOCRD 1260489

Cecilio Rodriguez
Partner and Chief Financial OfficerCRD 4901911
Contacts
1 of 1
Michael Altschuler
Partner and General CounselCRD 6774166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 360 S Rosemary Ave
- Time zone
- ET (UTC-5)
- Office locations
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