Form D · Hedge Fund

Confluence Capital, L.P.

Sewickley, PA · CIK 0001457778

Offering snapshot reported Mar 26, 2019 · SEC filing

Reported sold
$7.59M
Indefinite offering
Investors reported
13
Form D · investor count
Minimum accepted
$150K
Reported outside-investor minimum
First sale
Jul 1, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.8M$7.59MMar 20, 2009Feb 24, 2010: $1,686,000.00Feb 23, 2011: $2,826,000.00Feb 21, 2012: $6,846,000.00Feb 12, 2013: $7,594,783.00Feb 6, 2014: $7,594,783.00Aug 29, 2016: $7,594,783.00Nov 17, 2017: $7,594,783.00Mar 26, 2019: $7,594,783.00Mar 26, 2019

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 26, 2019Amendment$7,594,783$0vs Nov 17, 201713SEC filing
Nov 17, 2017Amendment$7,594,783$0vs Aug 29, 201613SEC filing
Aug 29, 2016Amendment$7,594,783$0vs Feb 6, 201413SEC filing
Feb 6, 2014Amendment$7,594,783$0vs Feb 12, 201313SEC filing
Feb 12, 2013Amendment$7,594,783$748,783vs Feb 21, 201213SEC filing
Feb 21, 2012Amendment$6,846,000$4,020,000vs Feb 23, 201112SEC filing
Feb 23, 2011Amendment$2,826,000$1,140,000vs Feb 24, 201010SEC filing
Feb 24, 2010Amendment$1,686,000No comparison3SEC filing
Mar 20, 2009InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-128331
"Total Amount Sold" includes the amounts contributed by all investors, including amounts contributed upon formation of the fund by investors who are related to the issuer or its principals; it does not take redemptions and withdrawals into account.

Source: Form D, filed Mar 26, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Denise M Augello Director, Executive
Robert J Lewis Director
Conor J Platt Director, Executive
Joseph P Platt Director, Executive
Peter Stack Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
224 Thorn Street
Sewickley, PA, 15143