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| Confluence Investment Management LLC
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|---|---|
| CRD # | 146019 |
| SEC # | 801-68723 |
| CIK # | 0001442056 |
| AUM | 6,719.2 M (2026-03-25) |
| Employees | 55 (45% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 314-743-5090 |
| Address | 20 Allen Avenue, Ste 300 Saint Louis, MO 63119 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001442056 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Snap-On Inc | 0.2 | ||
| Ace Ltd | 0.2 | ||
| Linde PLC | 0.1 | ||
| Wisconsin Energy Corp | 0.1 | ||
| Fastenal Co | 0.1 | ||
| Entergy Corp /DE/ | 0.1 | ||
| Lockheed Martin Corp | 0.1 | ||
| Southern Co | 0.1 | ||
| Stanley Black & Decker Inc | 0.1 | ||
| Chevron Corp | 0.1 | ||
| Progressive Corp/Oh/ | 0.1 | ||
| Clorox Co /DE/ | 0.1 | ||
| Kraft Foods Inc | 0.1 | ||
| Analog Devices Inc | 0.1 | ||
| Hershey Co | 0.1 | ||
| Northern Trust Corp | 0.1 | ||
| Colgate Palmolive Co | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| Kinder Morgan Inc | 0.1 | ||
| Price T Rowe Group Inc | 0.1 | ||
| Gilead Sciences Inc | 0.1 | ||
| US Bancorp de | 0.1 | ||
| American Water Works Company Inc | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| Paychex Inc | 0.1 | ||
| Fidelity National Financial Inc | 0.1 | ||
| Nordson Corp | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,470 | 4.4 |
| (b) Individuals (high net worth individuals) | 1,016 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 0.1 |
| (h) Charitable organizations | 102 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 220 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 14,862 | 6.7 |
| By Discretionary | ||
| Discretionary | 14,862 | 6.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14,862 | 6.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.7 | |
| Total | 14,862 | 6.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001442056] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.0B |
| Clients | 6 |
| Serves | Institutional, Retail |
| LEI | 254900PJHZ2R50GVE780 |
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