STRATEGIC ADVISORY
  INVESTMENT MANAGEMENT
 PRIVATE BANKING
New York Miami Los Angeles

Access & Expertise

The breadth and depth of our experience in investment banking and capital markets spans every major asset class and investment product. Our relationships - which range from Wall Street and Silicon Valley executives to renowned entrepreneurs, entertainers and athletes - provide access to elite deal flow and co-investment opportunities with some of the best institutional investors in the world. We facilitate connections across our diverse network of leaders and influencers that lead to incredible investment and professional opportunities for our clients.

Small by Design

Highly individualized service is the cornerstone of our business. We prefer to maintain a small clientele, allowing us to tailor each relationship around the client’s needs and to ensure capacity for high-touch engagement. Our brand of service extends beyond our fiduciary responsibility. We are stewards who provide guidance and support across every aspect – financial, professional, philanthropic and personal – of our clients’ lives.





NEW YORK
MIAMI
LOS ANGELES
® THE CONFLUENT GROUP • ALL RIGHTS RESERVED

The Confluent Group, LLC is registered with the Securities and
Exchange Commission as an investment adviser under the
Investment Advisers Act of 1940, as amended (“Advisers Act”).
The firm’s form ADV parts I and II can be found at www.sec.gov.