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BFI Infinity Ltd.

Zurich, SwitzerlandSEC-registered investment adviserCRD 158420

Filed as BFI INFINITY LTD.

BFI Infinity Ltd. is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2011, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.

15 years
registered since 2011
$837,566,784
assets under management
4 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is BFI Infinity Ltd. compensated?

On its Form ADV (Item 5.E, October 2026), BFI Infinity Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is BFI Infinity Ltd. located?

BFI Infinity Ltd.'s principal office is in Zurich, Switzerland, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is BFI Infinity Ltd. registered with the SEC or a state?

BFI Infinity Ltd. is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158420.

How much does BFI Infinity Ltd. manage?

BFI Infinity Ltd. reports $837,566,784 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (80% discretionary).

How have BFI Infinity Ltd.'s assets and staff changed since 2021?

In the Form ADV data for BFI Infinity Ltd.: Regulatory assets under management: $381,130,984 in the October 2021 data and $837,566,784 in the October 2026 data, up 120%. Total employees: 14 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does BFI Infinity Ltd. serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (249); pooled investment vehicles (other than investment companies and business development companies) (5); insurance companies (5).

Which custodians does BFI Infinity Ltd. use?

BFI Infinity Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Vontobel AG, Banque Pictet & CIE SA, Dreyfus Sons & Co Ltd., Kaiser Partner Privatbank AG, Rahn+bodmer Co. and Reichmuth & Co. Privatbankiers as custodians holding 10% or more of its separately managed account assets.

Does BFI Infinity Ltd. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158420

What changed in BFI Infinity Ltd.'s recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $610,122,402 to $837,566,784 (+37%). Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 12, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$837,566,784

$837,566,784 as of October 2026, filing dated March 12, 2026.

Discretionary: $670,275,974.Non-discretionary: $167,290,810.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 3 Assets $1,542,185 (0%)
High net worth individuals
Clients 249 Assets $734,175,138 (88%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 5 Assets $65,420,797 (8%)
Insurance companies
Clients 5 Assets $36,428,664 (4%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2011 (15 years)
Employees
Total: 21. Performing investment advisory functions: 15.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))
Bank Vontobel AGBanque Pictet & CIE SADreyfus Sons & Co Ltd.Kaiser Partner Privatbank AGRahn+bodmer Co.Reichmuth & Co. Privatbankiers

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Ebmatingen
States registered or notice-filed
15 states or jurisdictions
ALAZCACOFLILLANCNHNVNYOHTXVAWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$381M 2021 $341M 2022 $386M 2023 $601M 2024 $610M 2025 $838M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$837,566,78421March 12, 2026
October 2025$610,122,40218June 30, 2025
October 2024$600,811,27117June 27, 2024
October 2023$386,346,61918October 2, 2023
October 2022$341,263,83315March 10, 2022
October 2021$381,130,98414March 15, 2021

Regulatory assets under management: $381,130,984 in the October 2021 data and $837,566,784 in the October 2026 data, up 120%.

Total employees: 14 in October 2021 and 21 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $610,122,402 to $837,566,784 (+37%).
    • Updated its list of owners and control persons (Schedule A).
  2. January 2026
    • Registered or notice-filed in VA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
bficapital.com/wealth-management

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. BFI Infinity Ltd. (CRD 158420): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/bfi-infinity-ltd-zurich-158420