Confluence Investment Management LLC
● SEC registered since 2008CRD 146019SEC# 801-68723Saint Louis, MO
Reg. AUM
$6.72B
Employees
55
Accounts
14,862
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 $6.7 billion in regulatory assets under management and employs 55 people.
Confluence Investment Management LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Neil Hansen Control | President / Member | 25-50% | 2007 |
| Daniel Thomas Winter Control | Svp And Cio - Value Equities | 5-10% | 2008 |
| David Brian Miyazaki | Svp And Portfolio Manager | 5-10% | 2008 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Confluence Investment Management LLC manage?
Confluence Investment Management LLC reports $6.7 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
| Address | 20 Allen Avenue, Ste 300, Saint Louis, MO 63119 |
| Phone | 314-743-5090 |
| Fax | 314-743-5205 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1442056 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.72B▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$6.72Bregulatory AUM
Discretionary $6.72B