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Confluence Investment Management LLC

● SEC registered since 2008CRD 146019SEC# 801-68723Saint Louis, MO
Export (members)
Reg. AUM
$7.25B
Employees
55
Accounts
16,134
Location
Saint Louis, MO

Confluence Investment Management LLC assets under management

Confluence Investment Management LLC is a registered investment adviser overseen by the SEC based in Saint Louis, MO. The firm has been registered since 2008. It reports $7.3 billion in regulatory assets under management and employs 55 people.

Confluence Investment Management LLC owners & executives

12 reported
NameTitleOwnershipSince
Brian Neil Hansen ControlPresident / Member25-50%2007
Daniel Thomas Winter ControlSvp And Cio - Value Equities5-10%2008
David Brian MiyazakiSvp And Portfolio Manager5-10%2008
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Frequently asked questions

How much does Confluence Investment Management LLC manage?

Confluence Investment Management LLC reports $7.3 billion in regulatory assets under management on its Form ADV.

How many employees does Confluence Investment Management LLC have?

Confluence Investment Management LLC reports 55 employees.

Where is Confluence Investment Management LLC located?

Confluence Investment Management LLC is based in Saint Louis, MO and has been SEC-registered since 2008.

Does Confluence Investment Management LLC disclose fund performance?

Confluence Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20 Allen Avenue, Ste 300, Saint Louis, MO 63119
Phone314-743-5090
Fax314-743-5205
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1442056
Discloses disciplinary historyNo

Assets under management

Discretionary$7.25B
Non-discretionary$0
Total (RAUM)$7.25B