RIA Intelligence

COMVEST PE ADVISORS, LLC

CRD #338119 SEC #801-134409 WEST PALM BEACH, FL 561-727-2000
SEC Registered Private Funds
Total AUM
$2.2B
Discretionary
$2.2B
Employees
33
Clients
--
Accounts
10

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 19, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALTSCHULER, MICHAEL, LEEIGENERAL COUNSELNA Control
ALTSCHULER, MICHAEL, LEEIGENERAL COUNSELNA Control
CHAWLA, MANEESH, KUMARIPARTNERNA Control
CHAWLA, MANEESH, KUMARIPARTNERNA Control
CHAWLA, MANEESH, KUMARIMANAGING PARTNERNA Control
FALK, MICHAEL, STEWARTIFOUNDER/CEO/MANAGING PARTNERNA Control
FALK, MICHAEL, STEWARTIFOUNDER/CEO/MANAGING PARTNERNA Control
FALK, MICHAEL, STEWARTIFOUNDER/EXECUTIVE CHAIRMANNA Control
GELBERD, JASON, PHILLIPIPARTNERNA Control
GELBERD, JASON, PHILLIPIPARTNERNA Control
HECKERLING, JEREMY, ADAMICHIEF COMPLIANCE OFFICERNA
O'SULLIVAN, ROBERT, ANTHONYIMANAGING PARTNERNA Control
O'SULLIVAN, ROBERT, ANTHONYIMANAGING PARTNERNA Control
REYNOLDS, GREGORY, WALTERIPARTNERNA Control
REYNOLDS, GREGORY, WALTERIPARTNERNA Control
RODRIGUEZ, CECILIO, MANUELICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
RODRIGUEZ, CECILIO, MANUELICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERNA Control
RODRIGUEZ, CECILIO, MANUELICHIEF FINANCIAL OFFICERNA Control
COMVEST EQUITY PARTNERS HOLDINGS, LPDEMANAGING MEMBERE Control
COMVEST GROUP HOLDINGS LPDEMANAGING MEMBERE Control
COMVEST GROUP HOLDINGS LPDEMANAGING MEMBERE Control

Registrations

Federal

IA
Dec 19, 2025 REGISTERED

Notice Filings (3)

FL IL NY

Address

360 S. ROSEMARY AVE
SUITE 1700
WEST PALM BEACH, FL 33401
United States
Phone: 561-727-2000