BFI Infinity Ltd.

RIASEC RegisteredEst. 2011

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 corporate hedge fund registered with the SEC since 2011 that operates as both an asset manager and a capital allocator. The firm serves individual and family clients as well as institutional investors, delivering portfolio management for private clients and pooled vehicles, selecting other advisers, and running educational seminars and workshops. It also functions as sponsor, general partner and managing member for pooled investment vehicles it advises. The firm charges a mix of fees—percentage of AUM, performance-based fees, hourly charges and commissions—and is not positioned as an active ESG investor.