The BFI INFINITY GROUP is a privately held investment adviser that advises $904.8mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. BFI INFINITY GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 101.11% over the last 5-years.
The Group has been registered with the SEC for 15.04 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at BERGSTRASSE 21, ZURICH, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 21 employees comprised of 15 investment and 6 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $904.8mn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 5 other accounts. Assets of High Net Worth Individuals clients own $734.18mn or 81.14% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $132.65mn or 14.66% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 50.54% and 49.46% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
BFI INFINITY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.