What does Confluence Investment Management invest in?
Confluence Investment Management says it invests in Asset Management and Banking.
What they do
- Type
- Investment firm (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- Asset ManagementBanking
- Based in
- SAINT LOUIS
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration12 named
BNBrian Neil HansenPresident / MemberiForm ADV
DTDaniel Thomas WinterSvp and CIO - Value EquitiesiForm ADV
DBDavid Brian MiyazakiSvp and Portfolio ManageriForm ADV
DADustin Andrew HausladenVp and Equity AnalystiForm ADV
JMJohn M WobbeVp, Director of Research and Equity AnalystiForm ADV
JJJoseph John HanzlikSvp and Equity AnalystiForm ADV
MAMark Alan KellerChief Executive Officer and Chief Investment Officer / MemberiForm ADV
PAPatricia Annette DahlSvp and CFOiForm ADV
SPSteven Patrick FarmerChief Compliance OfficeriForm ADV
TWThomas William DuganVp and Portfolio ManageriForm ADV
TLTore Lars StoleVp and Director of Research (Emeritus)iForm ADV
WDWilliam Daniel OgradyEvp and Chief Market StrategistiForm ADV
We also hold 12 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$6.7Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Confluence Investment Management LLC
- SEC number
- CRD 146019