BF, LLC

Overview

Bf, LLC is a small, client-focused advisory firm that manages portfolios for individuals and small businesses on a discretionary basis. The firm charges a percentage-of-assets fee and concentrates on publicly traded mutual funds as its primary allocation vehicle. Bf, LLC does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser; its owner structure is an individual owner operating under an LLC. Portfolio construction appears conservative and funds-based rather than centered on direct stock selection or custom separately managed equity sleeves. Advisory activity is limited to portfolio management for private clients rather than institutional mandates or broad capital allocation services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices