DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
CONFLUENCE FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched CONFLUENCE WEALTH SERVICES, INC. · 801-120711 | MCMURRAY, | $7.8B | 45 | 2021 | |||
| SAINT LOUIS, | $6.7B | 8 | 2012 | ||||
| 1 | 1 | 2028 | |||||
| $42.3M | 2026 | ||||||
| Pittsburgh, | 386 | ||||||
| $27.6M | 3 | 5 | 2028 | ||||
| 2 | |||||||
| PORTLAND, | $782M | 2011 | |||||
| Greenville, | 413 | ||||||
| Greenwood Village, | 1 | ||||||
| Madison, | 53 | ||||||
| $397M | 6 | 1 | 2026 | ||||
| $2.4M | 7 | 2023 | |||||
| $1.4M | 12 | 2012 | |||||
| 3 | 1 | 2027 | |||||
LE FUND I, A SERIES OF CONFLUENCEVC ACCESS FUND, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $93,821 | 39 | 2023 | ||||
GA FUND I, A SERIES OF CONFLUENCEVC ACCESS FUND, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $163,938 | 15 | 2022 | ||||
BEAR CREEK CONFLUENCE PARTNERS, LLLP Fund · RIA / Wealth · BEAR CREEK ASSET MANAGEMENT, LLC Also on Private Equity | $80 | 12 | 2017 | ||||
| 2024 | |||||||
| 2024 | |||||||
| · probable Unsized | 1 | ||||||
| 1 | |||||||
| 1 | |||||||
| 1 | |||||||
| 1 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.