# Confluence Multi-Strategy Fund, LLC — Form D/A

Confluence Multi-Strategy Fund, LLC of Portland, OR, a pooled investment fund, filed a Form D amendment with the SEC on 2010-08-24. $83.3M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2010-08-24
- Form: D/A
- Accession: 0000892712-10-000621
- Industry: Pooled Investment Fund
- Exemptions: 06, 3C, 3C.7
- Amount sold: $83.3M
- Minimum investment: $500K
- Investors: 50
- Date of first sale: 2009-09-01
- Security types: fund interests
- SEC file number: 021-133517

## Issuer

- Name: Confluence Multi-Strategy Fund, LLC
- CIK: 0001469537
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2009
- Address: C/O BMO Family Office, LLC, Portland, OR, 97239
- Phone: 503-228-4300

## Officers, directors & promoters (23)

| Name | Role | Location |
| --- | --- | --- |
| Erik Lewis | Executive Officer | Portland, OR |
| - BMO Family Office, LLC | Executive Officer | Portland, OR |
| - BMO Family Office, LLC | Promoter | Portland, OR |
| Scott Wickizer | Executive Officer | Portland, OR |
| BMO Asset Management Corp. BMO Asset Management Corp. | Executive Officer | Chicago, IL |
| BMO Asset Management Corp. BMO Asset Management Corp. | Promoter | Chicago, IL |
| Mark J Thomas | Executive Officer | Portland, OR |
| Kristi J Hanson | Executive Officer | Portland, OR |
| John J Benevides | Executive Officer | Chicago, IL |
| Craig J Rawlins | Executive Officer | Chicago, IL |
| Harris myCFO, LLC J Harris myCFO, LLC | Promoter | Chicago, IL |
| Harris myCFO, LLC Harris myCFO, LLC | Executive Officer | Palo Alto, CA |
| Harris myCFO, LLC Harris myCFO, LLC | Promoter | Palo Alto, CA |
| Porthos Partners, LLC Porthos Partners, LLC | Executive Officer | Portland, OR |
| Porthos Partners, LLC Porthos Partners, LLC | Promoter | Portland, OR |
| Garbis P Mechigian | Executive Officer | Portland, OR |
| CTC Consulting, LLC CTC Consulting, LLC | Executive Officer | Portland, OR |
| CTC Consulting, LLC CTC Consulting, LLC | Promoter | Portland, OR |
| Curtis N Fintel | Executive Officer | Portland, OR |
| Michael D Finan | Executive Officer | Portland, OR |
| Robert G Gray | Executive Officer | Portland, OR |
| Karen M Harding | Executive Officer | Portland, OR |
| Robin E Willoughby | Executive Officer | Portland, OR |

## Other filings by this issuer (7)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2019-10-04](https://search.stillhousedata.com/formd/0000892712-19-000372) | D/A | — | $201.3M |
| [2015-04-16](https://search.stillhousedata.com/formd/0000893877-15-000005) | D/A | — | $189.7M |
| [2014-04-16](https://search.stillhousedata.com/formd/0001469537-14-000001) | D/A | — | $151.7M |
| [2013-08-09](https://search.stillhousedata.com/formd/0000893877-13-000171) | D/A | — | $129.3M |
| [2012-10-04](https://search.stillhousedata.com/formd/0000893877-12-000164) | D/A | — | $108.6M |
| [2011-08-26](https://search.stillhousedata.com/formd/0000893877-11-000305) | D | — | $95.4M |
| [2009-08-11](https://search.stillhousedata.com/formd/0000892712-09-000783) | D | — | — |

## More

- [CIK 1469537 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1469537&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0000892712-10-000621.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
