# 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.

- CRD: 158420
- Filed as: BFI INFINITY LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zurich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158420
- AdvisorCensus page: https://advisorcensus.com/firm/bfi-infinity-ltd-zurich-158420

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Bank Vontobel AG
- Banque Pictet & CIE SA
- Dreyfus Sons & Co Ltd.
- Kaiser Partner Privatbank AG
- Rahn+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.

### Regulatory assets under management (Item 5.F)
- Total: $837,566,784
- Discretionary: $670,275,974
- Non-discretionary: $167,290,810

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,542,185 |
| High net worth individuals | 249 | $734,175,138 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $65,420,797 |
| Insurance companies | 5 | $36,428,664 |

### 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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 21 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, IL, LA, NC, NH, NV, NY, OH, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Ebmatingen

### Websites listed on Form ADV (Item 1.I)
- bficapital.com/wealth-management
- LinkedIn @bfi-wealth-management-ag

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $381,130,984 | 14 | March 15, 2021 |
| October 2022 | $341,263,833 | 15 | March 10, 2022 |
| October 2023 | $386,346,619 | 18 | October 2, 2023 |
| October 2024 | $600,811,271 | 17 | June 27, 2024 |
| October 2025 | $610,122,402 | 18 | June 30, 2025 |
| October 2026 | $837,566,784 | 21 | March 12, 2026 |

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.

## Changes in the filing (last 12 months)

### 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).

### January 2026
- Registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BFI Infinity Ltd. (CRD 158420): Form ADV filing data as of October 2026.