NFI ADVISORS, INC

Overview

NFI Advisors, Inc. operates as a small, hedge-fund–classified advisory firm that serves both individual/family clients and institutional investors. The firm provides portfolio management for individuals and small businesses as well as for pooled investment vehicles, acting in sponsor and managing-member roles on certain pooled vehicles. Its business mix includes advisory fees charged as a percentage of assets under management and other fee arrangements tied to its fund activities. Investment activity is tilted toward publicly traded equities and exchange-traded products at the account level, while the firm’s advisor-controlled funds concentrate more heavily in hedge-fund strategies. NFI Advisors does not position itself as an active ESG investor and reports a domestic, single-state registration footprint. The firm’s structure and listed activities indicate a hybrid model: direct advisory relationships in separately managed accounts alongside ownership and management of pooled alternative funds.

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Location & Offices