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 organized as a corporation that operates with a hedge-fund orientation and acts as a capital allocator to both individual/family and institutional clients. The adviser has been SEC-registered since 2011 and reports ownership ties to foreign and individual owners. Its advisory capabilities cover discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, selection of third-party advisers, and educational workshops. The firm charges a mix of fees—percentage-of-AUM, performance-based fees, commissions and hourly charges—consistent with active manager behavior. BFI Infinity Ltd. does not present itself as an ESG investor and is not identified as a multistate adviser.