Bfi Infinity Ltd.

Registered investment adviser · Zurich · CRD #158420

Form ADV data as of 2026-09-01

Regulatory assets

$837.6 million

Total accounts

274

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com/company/bfi-wealth-management-ag
Telephone: +41 58 806 2210
SEC file number: 801-72602
Most recent Form ADV filing: 2026-03-12
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$670.3 million
Non-discretionary regulatory assets under management	$167.3 million
Total regulatory assets under management	$837.6 million
Discretionary accounts	226
Non-discretionary accounts	48
Total accounts	274
Regulatory assets under management attributable to non-U.S. persons	$187.2 million

People

Total employees (excluding clerical)	21
Employees performing investment advisory functions (including research)	15
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	9

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$33.8 million
Clients for whom the firm has custody	2
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesCommissionsPerformance-based fees

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)Educational seminars/workshopsOther

Affiliated related persons

Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	3	$1.5 million
High net worth individuals	249	$734.2 million
Pooled investment vehicles (other than investment companies and BDCs)	5	$65.4 million
Insurance companies	5	$36.4 million