RIA Intel›Advisers›Florida›COMVEST CREDIT MANAGERS, LLC

COMVEST CREDIT MANAGERS, LLC

Advisory

N·WEST PALM BEACH, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$957M
1-Year AUM Growth
0.0%
3-Year CAGR
—
Employees
128
Assets Under Management
Total AUM$957M
Discretionary AUM$957M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees128
Investment Advisers150
Employee Growth (1Y)+14.3%
Filing History
Total Filings on Record6
First FilingJun 24, 2022
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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