CFI PARTNERS

Overview

CFI Partners is a privately held limited liability company that operates as a manager of securitized investment vehicles and related pooled products. The firm registered with the SEC in 2011 and serves an institutional client base. Its regulatory footprint includes activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and it acts as sponsor, general partner or managing member of pooled investment vehicles. Advisory services focus on portfolio management for pooled vehicles and for businesses or institutional investors. Fee arrangements include percentage-of-AUM charges alongside fixed fees and performance-based fees. CFI Partners does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm is not described as a capital allocator in the snapshot, instead concentrating on managing securitized structures and related credit-focused strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices