# Confluence Capital Advisors

Confluence Capital Advisors is a Multi Family Office based in Encino, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Encino, United States
- **Region:** North America
- **Address:** 16832 Otsego Street, Encino, CA 91436, United States
- **Founded:** 2008
- **Assets under management:** 40 (Altss estimate)
- **Website:** confluenceca.com
- **LinkedIn:** https://www.linkedin.com/company/confluenceca

## Regulatory record

- **CRD number:** 283467
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283467

## About

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.

## Sectors

- Private Equity
- Real Estate
- Private Credit
- Hedge Funds
- ESG

## People

- Brett Cicinelli — Founder & President

## 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.

### 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.

### 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.

## Related profiles

- [VRD GmbH](https://altss.com/profile/vrd-gmbh)
- [Springlake Partners](https://altss.com/profile/springlake-partners-llc-harmer-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/confluence-capital-advisors

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