Bfi Infinity Ltd. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 12, 2026, reports $838M in regulatory assets under management, 21 employees, 1 office, and 274 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.0% of total clients.
Top client categories% of clientsClients
1
HNWI
95.0%
249
2
Pooled Investment Vehicles
1.9%
5
3
Insurance Cos.
1.9%
5
4
Individuals
1.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$838Mas of March 12, 2026
Discretionary80.0%
$670M
80% of total RAUM80.0%
Non-discretionary20.0%
$167M
20% of total RAUM20.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$838M
Total Accounts274
10Y AUM Change+$603M (+257.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee12:1
10Y Employee Change+15 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.