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CFI PARTNERS
Legal name: CFI PARTNERS, LLC
CRD 139531File 801-72472
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$26.31B
Top 10% of cohort (national)
Discretionary AUM
$24.31B
Non-discretionary $2.00B
Clients
6
11 accounts
Employees
47
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 17, 2011
- Principal office
- ONE SOUTH WACKER DRIVE, SUITE 3500, CHICAGO, IL, 60606
- Phone
- 312-416-4300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.31B
- Discretionary AUM
- $24.31B
- Non-discretionary AUM
- $2.00B
- Discretionary accounts
- 10
- Non-discretionary accounts
- 1
- Total accounts
- 11
- AUM per client
- $4.39B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.07B |
| Other investment advisers | Fewer than 5 | $20.91B |
| Pooled investment vehicles | 6 | $1.12B |
| State or municipal government entities | Fewer than 5 | $2.22B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.