# Confluence Investment Management LLC

Confluence Investment Management LLC is a SEC-Registered Investment Adviser based in Saint Louis, United States.

## Overview

- **Organization type:** SEC-Registered Investment Adviser
- **Headquarters:** Saint Louis, United States
- **Region:** North America
- **Address:** Saint Louis, MO, United States
- **Assets under management:** $6.7B regulatory AUM (Form ADV, March 2026)

## Regulatory record

- **CRD number:** 146019
- **SEC file number:** 801-68723
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-25
- **Reports private funds:** No

## About

Confluence Investment Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 146019, SEC file 801-68723), with its main office in Saint Louis, Missouri. Its Form ADV filed on 25 March 2026 reports $6.7B in regulatory assets under management across 14,862 accounts.

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Updated: 2026-10-14T19:21:12.885Z

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