AUM
Employee Count
Main Office
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
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
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 | 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
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
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
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
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