COMVEST ADVISORS LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 160753
- Registered since
- March 28, 2012
- Website
- comvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 6ROBERT O'SULLIVAN
Chief Executive OfficerCRD 4580748
GREGORY REYNOLDS
Partner, Chief Investment OfficerCRD 3007093
CECILIO RODRIGUEZ
Partner and Chief Financial OfficerCRD 4901911
Contacts
1 of 1MICHAEL 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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