Confluence Capital Advisors
Confluence Capital Advisors is a multi-family office headquartered in Woodland Hills. The firm provides comprehensive wealth management and fiduciary services to affluent families, with a particular focus on investment advisory and divorce financial planning.
Confluence Capital Advisors
Confluence Capital Advisors is a multi-family office headquartered in Woodland Hills. The firm provides comprehensive wealth management and fiduciary services to affluent families, with a particular focus on investment advisory and divorce financial planning. By integrating tailored strategies across asset management, estate planning, and financial guidance, Confluence Capital Advisors addresses the complex needs of multi-generational clients—supports financial clarity and continuity for families navigating significant transitions.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Encino
Corporate office
16832 Otsego Street Encino, CA 91436, US
Frequently asked questions
What is Confluence Capital Advisors?
Confluence Capital Advisors is a multi family office headquartered in Encino.
Where is Confluence Capital Advisors headquartered?
Confluence Capital Advisors is headquartered in Encino, in the North America region.
What does Altss track for Confluence Capital Advisors?
Altss maintains an OSINT-verified profile of Confluence Capital Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Confluence Capital Advisors?
Confluence Capital Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Confluence Capital Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Confluence Capital Advisors?
Confluence Capital Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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