{
  "crd_number": 158420,
  "slug": "bfi-infinity-ltd-zurich-158420",
  "primary_business_name": "BFI INFINITY LTD.",
  "legal_name": "BFI INFINITY LTD.",
  "dbas": [],
  "city": "Zurich",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-07-20",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 837566784.0,
  "raum_discretionary": 670275974.0,
  "raum_non_discretionary": 167290810.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 21,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1542185.0,
      "count": 3
    },
    "insurance_companies": {
      "raum": 36428664.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 734175138.0,
      "count": 249
    },
    "pooled_investment_vehicles": {
      "raum": 65420797.0,
      "count": 5
    }
  },
  "compensation_types": [
    "commissions",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "LA",
    "NC",
    "NH",
    "NV",
    "NY",
    "OH",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://bficapital.com/wealth-management",
    "https://linkedin.com/company/bfi-wealth-management-ag"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158420",
  "city_as_filed": "ZURICH",
  "url": "https://advisorcensus.com/firm/bfi-infinity-ltd-zurich-158420",
  "display_name": "BFI Infinity Ltd.",
  "summary": "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.",
  "citation": "AdvisorCensus. BFI Infinity Ltd. (CRD 158420): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Commissions",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is BFI Infinity Ltd. compensated?",
      "a": "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."
    },
    {
      "q": "Where is BFI Infinity Ltd. located?",
      "a": "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)."
    },
    {
      "q": "Is BFI Infinity Ltd. registered with the SEC or a state?",
      "a": "BFI Infinity Ltd. is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158420."
    },
    {
      "q": "How much does BFI Infinity Ltd. manage?",
      "a": "BFI Infinity Ltd. reports $837,566,784 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (80% discretionary)."
    },
    {
      "q": "How have BFI Infinity Ltd.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does BFI Infinity Ltd. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does BFI Infinity Ltd. use?",
      "a": "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."
    },
    {
      "q": "Does BFI Infinity Ltd. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in BFI Infinity Ltd.'s recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 381130984.0,
      "total_employees": 14,
      "filing_date": "2021-03-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 341263833.0,
      "total_employees": 15,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 386346619.0,
      "total_employees": 18,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 600811271.0,
      "total_employees": 17,
      "filing_date": "2024-06-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 610122402.0,
      "total_employees": 18,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 837566784.0,
      "total_employees": 21,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $610,122,402 to $837,566,784 (+37%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in VA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank Vontobel AG",
      "name_as_filed": "BANK VONTOBEL AG",
      "affiliated": false
    },
    {
      "name": "Banque Pictet & CIE SA",
      "name_as_filed": "BANQUE PICTET & CIE SA",
      "affiliated": false
    },
    {
      "name": "Dreyfus Sons & Co Ltd.",
      "name_as_filed": "DREYFUS SONS & CO LTD.",
      "affiliated": false
    },
    {
      "name": "Kaiser Partner Privatbank AG",
      "name_as_filed": "KAISER PARTNER PRIVATBANK AG",
      "affiliated": false
    },
    {
      "name": "Rahn+bodmer Co.",
      "name_as_filed": "RAHN+BODMER CO.",
      "affiliated": false
    },
    {
      "name": "Reichmuth & Co. Privatbankiers",
      "name_as_filed": "REICHMUTH & CO. PRIVATBANKIERS",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bfi-infinity-ltd-zurich-158420.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1542185.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 249,
      "fewer_than_5": false,
      "raum": 734175138.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 65420797.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 36428664.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158420",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}