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CIP PE ADVISORS, LLC

WEST PALM BEACH, FL · CRD 338119 · IAPD ↗ · 561-727-2000

$1.92BRegulatory AUM
19Advisory reps
23Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
August 2026 — CIP ADVISORS, LLC is now doing business as CIP PE ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
July 2026 — COMVEST PE ADVISORS, LLC is now doing business as CIP ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
January 2026 — COMVEST PE ADVISORS, LLC (WEST PALM BEACH, FL) is newly SEC-registered with $2.16B RAUM and 23 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.