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Building 2COMVEST PE ADVISORS, LLC

Map pinWEST PALM BEACH, FL
Phone561-727-2000
NotebookSEC #801-134409
Total AUM
$1.9B
Employees
23
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 S. ROSEMARY AVE
SUITE 1700
WEST PALM BEACH
FL 33401
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-727-2000

ReceiptFinancials

Total AUM
$1.9B
Accounts
10
Discretionary
$1.9B
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
10
AUM
$1.9B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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