← Directory
CFI PARTNERS
Legal name: CFI PARTNERS, LLC
CRD 139531File 801-72472
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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
- Website
- https://www.cfipartners.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 43 | 47 | increased by4 |
| Apr 1, 2026 | AUM | $6,238,977,629 | $26,313,245,536 | increased by$20,074,267,907 |
| Apr 1, 2026 | Accounts | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 43 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,133,749,000 | $6,238,977,629 | increased by$4,105,228,629 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 10 | increased by5 |
| Apr 1, 2022 | Employees | 25 | 26 | increased by1 |
| Apr 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Clients | 8 | 5 | decreased by3 |
| Apr 1, 2022 | AUM | $1,971,840,000 | $2,133,749,000 | increased by$161,909,000 |
| Apr 1, 2022 | Accounts | 8 | 5 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CFI PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CFI PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.