# Comvest PE Advisors

Comvest PE Advisors is an Asset Manager based in West Palm Beach, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** West Palm Beach, United States
- **Region:** North America
- **Address:** West Palm Beach, FL, United States
- **Founded:** 1999
- **Assets under management:** $5B to $10B (Altss estimate)
- **Website:** comvest.com

## Regulatory record

- **CRD number:** 338119
- **SEC file number:** 801-134409
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338119

## About

Comvest PE Advisors, LLC is an SEC-registered investment adviser in West Palm Beach, FL, registered since 2025. The firm manages approximately $1.9 billion in regulatory assets. It has 23 employees and 19 investment advisers.

## Sectors

- Private Credit
- Special Situations
- Enterprise Software
- Healthcare Services
- Industrial Technology

## Offices

- New York, NY

## People

- Michael J. Falk — Managing Partner
- Steven M. Levesque — Managing Partner

## Questions

### Who runs investment decisions at Comvest PE Advisors?

Investment decisions are led by co-founders Michael Falk and Steven Levesque, who serve as Managing Partners. The investment committee also includes senior professionals across the firm's credit, special situations, and private equity verticals (per firm disclosures, 2023).

### What investment stages does Comvest typically target?

Comvest targets the lower middle market, focusing on companies with EBITDA between $10 million and $250 million. The firm provides capital across the capital structure — senior secured debt, unitranche loans, distressed debt, and control equity — making it stage-agnostic within that size band (per the firm's investor materials, 2023).

### Which sectors does Comvest focus on and which does it avoid?

Comvest focuses on enterprise software, healthcare services, and industrial technology. The firm explicitly avoids early-stage technology, biopharmaceuticals, and real estate — sectors where its operational value-add model has less relevance (per the firm's sector guidelines, 2023).

### Does Comvest participate in fund commitments or only direct deals?

Comvest operates almost exclusively through direct investments and direct lending, not through external fund commitments. The firm manages its own commingled funds and does not allocate capital to third-party managers (per the firm's investor reporting, 2023).

## Related profiles

- [Blue Water Venture Management](https://altss.com/profile/blue-water-venture-management-llc)
- [Five Corners Financial Services](https://altss.com/profile/five-corners-financial-services)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/comvest-pe-advisors-llc

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