BFI Infinity Ltd.

RIASEC Registered

Total AUM

$838M

Discretionary

$670M

80% of AUM

Avg account

$3.1M

Accounts

274

Employees

Advisory reps

Firm details

Headquarters: Zurich,
CRD number: 158420
Registered since: July 20, 2011
Website: www.bficapital.com
Custodians: RAHN+BODMER CO., BANQUE PICTET & CIE SA, KAISER PARTNER PRIVATBANK AG, VONTOBEL SECURITIES LTD., REICHMUTH & CO. PRIVATBANKIERS, DREYFUS SONS & CO LTD.
Fee structure: Percentage of AUM, Hourly Charges, Commissions, Performance Based Fees
Client types: HNWI87.66%
Pooled Investment Vehicles7.81%
Insurance Companies4.35%
Individuals0.18%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

BFI Infinity Ltd. is a corporation organized as a hedge fund and positions itself as a capital allocator for both individual/family and institutional clients. The firm is registered with the SEC (registered in 2011) and provides portfolio management for individuals and pooled vehicles, selects sub‑advisers, and runs educational seminars and workshops. Its fee arrangements include percentage-of-AUM charges, performance fees, hourly billing and commissions. Ownership is listed as a mix of a foreign entity and an individual, and the firm also serves in sponsor/GP/managing‑member roles for pooled vehicles. BFI Infinity does not flag itself as an active ESG investor and describes a relatively concentrated advisory footprint rather than a multi‑state or newly formed adviser structure.