CONFLUENCE INVESTMENT MANAGEMENT LLC
CRD #146019 SEC #801-68723 SAINT LOUIS, MO 314-743-5090
SEC Registered
Total AUM
$7.3B
Discretionary
$7.3B
Employees
55
Clients
--
Accounts
16,134
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $7.3B | $7.3B | $0 | 55 | 6 |
| Mar 2024 | $7.2B | $7.2B | $0 | 54 | 6 |
| Mar 2023 | $6.9B | $6.9B | $0 | 47 | 16 |
| Mar 2022 | $7.8B | $7.8B | $0 | 46 | 16 |
| Mar 2021 | $6.9B | $6.9B | $0 | 46 | 18 |
| Apr 2020 | $7B | $7B | $18.4M | 47 | 20 |
| Mar 2020 | $7B | $7B | $18.4M | 47 | 20 |
| Jul 2019 | $5.5B | $5.5B | $13.9M | 41 | 15 |
| Jun 2019 | $5.5B | $5.5B | $13.9M | 41 | 15 |
| Mar 2019 | $7.9B | $5.5B | $2.4B | 41 | 15 |
| Jul 2018 | $8.3B | $5.9B | $2.3B | 38 | 10 |
| May 2018 | $8.3B | $5.9B | $2.3B | 38 | 10 |
| Mar 2018 | $8.3B | $5.9B | $2.3B | 33 | 10 |
| Mar 2017 | $6.2B | $4.4B | $1.8B | 25 | 13,700 |
| Mar 2016 | $3.9B | $3.2B | $701.2M | 24 | 10,200 |
| Nov 2015 | $3.7B | $3.1B | $630M | 24 | 9,700 |
| Feb 2015 | $3.1B | $2.6B | $527M | 23 | 7,500 |
| Feb 2014 | $2.3B | $2B | $347.3M | 22 | 5,700 |
| Aug 2013 | $1.8B | $1.5B | $285M | 21 | 4,800 |
| Feb 2013 | $1.6B | $1.3B | $313.3M | 21 | 4,000 |
| Nov 2012 | $1.4B | $1.1B | $326M | 21 | 3,600 |
| Jul 2012 | $1.4B | $1.1B | $326M | 11 | 3,600 |
| Mar 2012 | $1.4B | $1B | $392.8M | 11 | 3,200 |
| Mar 2011 | $1.1B | $804.3M | $313.8M | -- | -- |
| Aug 2010 | $749.9M | $553.8M | $196.1M | 501 | -- |
| Sep 2009 | $580.7M | $454.7M | $126M | -- | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees55
Clients6
DateMar 2024
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees54
Clients6
DateMar 2023
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees47
Clients16
DateMar 2022
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees46
Clients16
DateMar 2021
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees46
Clients18
DateApr 2020
Total AUM$7B
Discretionary$7B
Non-Disc.$18.4M
Employees47
Clients20
DateMar 2020
Total AUM$7B
Discretionary$7B
Non-Disc.$18.4M
Employees47
Clients20
DateJul 2019
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$13.9M
Employees41
Clients15
DateJun 2019
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$13.9M
Employees41
Clients15
DateMar 2019
Total AUM$7.9B
Discretionary$5.5B
Non-Disc.$2.4B
Employees41
Clients15
DateJul 2018
Total AUM$8.3B
Discretionary$5.9B
Non-Disc.$2.3B
Employees38
Clients10
DateMay 2018
Total AUM$8.3B
Discretionary$5.9B
Non-Disc.$2.3B
Employees38
Clients10
DateMar 2018
Total AUM$8.3B
Discretionary$5.9B
Non-Disc.$2.3B
Employees33
Clients10
DateMar 2017
Total AUM$6.2B
Discretionary$4.4B
Non-Disc.$1.8B
Employees25
Clients13,700
DateMar 2016
Total AUM$3.9B
Discretionary$3.2B
Non-Disc.$701.2M
Employees24
Clients10,200
DateNov 2015
Total AUM$3.7B
Discretionary$3.1B
Non-Disc.$630M
Employees24
Clients9,700
DateFeb 2015
Total AUM$3.1B
Discretionary$2.6B
Non-Disc.$527M
Employees23
Clients7,500
DateFeb 2014
Total AUM$2.3B
Discretionary$2B
Non-Disc.$347.3M
Employees22
Clients5,700
DateAug 2013
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$285M
Employees21
Clients4,800
DateFeb 2013
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$313.3M
Employees21
Clients4,000
DateNov 2012
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$326M
Employees21
Clients3,600
DateJul 2012
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$326M
Employees11
Clients3,600
DateMar 2012
Total AUM$1.4B
Discretionary$1B
Non-Disc.$392.8M
Employees11
Clients3,200
DateMar 2011
Total AUM$1.1B
Discretionary$804.3M
Non-Disc.$313.8M
Employees--
Clients--
DateAug 2010
Total AUM$749.9M
Discretionary$553.8M
Non-Disc.$196.1M
Employees501
Clients--
DateSep 2009
Total AUM$580.7M
Discretionary$454.7M
Non-Disc.$126M
Employees--
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--