COMMONWEALTH CREDIT ADVISORS, LLC

Latest filing: Oct 25, 2024 (30 days ago)

AUM

$1,204,678,430
4% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

111
17% change vs. 1 year ago
34% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

WEST PALM BEACH, FL
360 S. ROSEMARY, WEST PALM BEACH, FL, UNITED STATES, 33401-6351

Client AUM

Discretion AUM
Discretionary $1.2
Non-Discretionary $0.0
Total $1.2
Client AUM
Retail $0.0
Pooled $1.2
Institutional $0.0
Total $1.2
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
COMVEST CREDIT ADVISORS, LLC $4.8 311663
COMVEST ADVISORS LLC $4.3 160753
COMVEST CREDIT MANAGERS, LLC $0.0 322342
COMVEST CREDIT ADVISORS (LUXEMBOURG), LLC $0.0 323098
COMVEST CAPITAL ADVISORS, LLC $0.0 295682
COMVEST SG ADVISORS LLC $0.0 295683
COMVEST EQUITY ADVISORS, LLC $0.0 315248

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

17 active

Name Title
LEE, DANIEL, CHARLES PARTNER
RODRIGUEZ, CECILIO, MANUEL CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER
O'SULLIVAN, ROBERT, ANTHONY MANAGING PARTNER
FALK, MICHAEL, STEWART FOUNDER/CEO/MANAGING PARTNER, MEMBER AND MANAGER, MANAGING MEMBER
MARRERO, ROGER, JOSE SENIOR PARTNER
REYNOLDS, GREGORY, WALTER PARTNER
GELBERD, JASON, PHILLIP PARTNER
ALTSCHULER, MICHAEL, LEE GENERAL COUNSEL
CHAWLA, MANEESH, KUMAR SENIOR PARTNER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-11-01 $1.2 $0.0 0% 111 0 0%
2024-04-02 $1.3 -$0.1 -5% 111 0 0%
2023-04-04 $1.2 $0.0 4% 95 16 17%
2022-04-01 $0.8 $0.5 60% 78 33 42%
2021-04-05 $0.0 $0.0 0% 83 28 34%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
FL, FL-03/05/2021, IL-04/07/2021, NY-03/05/2021
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV