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BFI INFINITY LTD.
CRD 158420File 801-72602
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$837.6M
Above cohort median (national)
Discretionary AUM
$670.3M
Non-discretionary $167.3M
Clients
262
274 accounts
Employees
21
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 20, 2011
- Principal office
- BERGSTRASSE 21, ZURICH, 8044
- Phone
- +41 58 806 2210
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $837.6M
- Discretionary AUM
- $670.3M
- Non-discretionary AUM
- $167.3M
- Discretionary accounts
- 226
- Non-discretionary accounts
- 48
- Total accounts
- 274
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 5 | $36.4M |
| High net worth individuals | 249 | $734.2M |
| Pooled investment vehicles | 5 | $65.4M |
| Individuals (other than high net worth individuals) | 3 | $1.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | 18 | 21 | increased by3 |
| Apr 1, 2026 | Clients | 207 | 262 | increased by55 |
| Apr 1, 2026 | AUM | $610,122,402 | $837,566,784 | increased by$227,444,382 |
| Apr 1, 2026 | Accounts | 220 | 274 | increased by54 |
| Jan 1, 2026 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 18 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 122 | 207 | increased by85 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $341,263,833 | $610,122,402 | increased by$268,858,569 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 127 | 220 | increased by93 |
| Apr 1, 2022 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2022 | AUM | $381,130,984 | $341,263,833 | decreased by$39,867,151 |
| Apr 1, 2022 | Accounts | 123 | 127 | increased by4 |
| 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 “BFI INFINITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BFI INFINITY” 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.