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BFI INFINITY LTD.

Advisory

N·ZURICH

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$838M

1-Year AUM Growth

+1.6%

3-Year CAGR

+16.5%

Employees

15

Assets Under Management

Total AUM$838M

Discretionary AUM$670M

Non-Discretionary AUM$167M

Discretionary %80%

Total Clients207

Team

Total Employees15

Investment Advisers21

Employee Growth (1Y)-6.7%

Private Funds

Number of Private Funds3

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record32

First FilingJul 13, 2011

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BFI INFINITY LTD.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.