Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Confluence Investment Management

Confluence Investment Management
LP CONSULTANT SERVICE
Description

Confluence Investment Management is an independent, SEC-registered investment advisor located in Saint Louis, Missouri. The firm provides professional portfolio management and advisory services to institutional and individual clients. Confluence’s core investment strategies are equity strategies, balanced accounts, asset allocation strategies, international strategies and alternative investments. The firm's clients include individuals (including high net worth individuals) and entities such as corporations and corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, and registered investment companies.

Service Provider Type
LP Consultants
Primary Office
  • 20 Allen Avenue
  • Suite 300
  • Saint Louis, MO 63119
  • United States

+1 (314) 000-0000
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore Confluence Investment Management’s full profile, request a free trial.

Confluence Investment Management Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is reserved for PitchBook Platform users. To explore Confluence Investment Management‘s full profile, request access.

Request full access to PitchBook

Confluence Investment Management Subsidiaries (1)

Company Name Industry Location Founded
000000 & 0000000 Consulting Services (B2B) Beachwood, OH 0000
To view this company’s complete subsidiary history, request access »

Confluence Investment Management Team (4)

Name Title Deals Office Contact
Info
Mark Keller Chief Executive Officer & Chief Investment Officer 0 Saint Louis, MO
Brian Hansen Founder, President & Chief Operating Officer Saint Louis, MO
Patty Dahl Chief Financial Officer & Portfolio Manager Saint Louis, MO
Anne Kochevar JD Chief Compliance Officer Saint Louis, MO