COMVEST ADVISORS LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$304M
Accounts
8
Employees
150
Advisory reps
7

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
160753
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Comvest Advisors LLC positions itself as a manager of pooled investment vehicles with a focus on hedge fund and private equity strategies. The firm acts as an adviser and sponsor to pooled vehicles and performs portfolio management for those vehicles, while also operating in roles consistent with a CPO or CTA. Its client base is institutional, and its business model mixes management fees based on assets under management with performance-based fee components. Investment emphasis skews toward active, manager-driven strategies rather than passive stock-picking. The firm identifies as an active ESG investor, which suggests ESG considerations are incorporated into due diligence and manager selection across strategies. Given its classification as a multifaceted fund manager, Comvest shows a preference for allocating to specialized external managers and structuring vehicles that bundle alternative strategies for institutional investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • ROBERT O'SULLIVAN

    Chief Executive OfficerCRD 4580748

  • GREGORY REYNOLDS

    Partner, Chief Investment OfficerCRD 3007093

  • CECILIO RODRIGUEZ

    Partner and Chief Financial OfficerCRD 4901911

Unlock 3 more executives

Contacts

1 of 1
  • MICHAEL ALTSCHULER

    Partner and General CounselCRD 6774166

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth