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Confluence Capital Advisors
Brett Cicinelli established Confluence Capital Advisors after prior roles at Reed Conner & Birdwell, Prudential Securities, and Credit Suisse First Boston.
Confluence Capital Advisors
Brett Cicinelli established Confluence Capital Advisors after prior roles at Reed Conner & Birdwell, Prudential Securities, and Credit Suisse First Boston. The firm operates as a multi-family office with emphasis on clients undergoing significant personal transitions. Confluence deploys capital across private equity, real estate, hedge funds, private credit, and fund-of-funds vehicles. It also maintains allocations to philanthropic and mission-related strategies. Geographic exposure centers on North America. The firm holds ESG considerations in its technology focus. The firm lists one office in the Los Angeles area. No additional vehicles or club memberships beyond professional networks are disclosed. No operational events from the past 24 months appear in available records. Confluence combines multi-family office services with a dedicated divorce financial planning practice, a structure uncommon among peers that typically separate these functions.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
Encino
Corporate office
16832 Otsego Street, Encino, CA 91436, United States
Principals
Brett Cicinelli
Founder & President
Sector focus
Frequently asked questions
Who runs investment decisions at Confluence Capital Advisors?
Brett Cicinelli serves as Founder and President and holds CFA, CFP, CDFA, and MAFF designations. He previously managed assets at Reed Conner & Birdwell and conducted equity research at Prudential Securities and Credit Suisse First Boston.
Is Confluence Capital Advisors structured as a single family office or multi-family office?
The firm operates as a multi-family office. It serves multiple affluent families rather than one primary family.
Does Confluence Capital Advisors participate in fund commitments or only direct deals?
The firm deploys across fund-of-funds, hedge funds, private equity, private credit, and real estate. Specific commitment sizes or direct deal examples are not disclosed.
What investment stages does Confluence Capital Advisors typically target?
No explicit stage focus such as venture, growth, or buyout is stated in available materials.
Where does the underlying wealth come from?
No specific family wealth origin is publicly disclosed. The firm attributes its formation to founder Brett Cicinelli's prior experience at European family offices and asset managers.
Does Confluence Capital Advisors maintain philanthropic structures?
The firm lists involvement with the Harriett Buhai Center for Family Law. No separate foundation vehicle is detailed.
How does Confluence Capital Advisors source proprietary deal flow?
No sourcing channels or networks beyond the founder's professional affiliations are described in public materials.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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