BFI Infinity provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, and educational seminars. The firm advises 2 private funds.
BFI Infinity reports 262 clients. They include 249 high-net-worth individuals, 5 pooled investment vehicles and 5 insurance companies. Of its assets, 80.0% ($670M across 226 accounts) are managed with discretion; $167M across 48 accounts are not. Of its clients, 15% are outside the U.S. It advised 23 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 1% | <1% |
| High-net-worth individuals | 95% | 88% |
| Pooled investment vehicles | 2% | 8% |
| Insurance companies | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3 | $1.54M | 0.2% | $514K |
| High-net-worth individuals | 249 | $734M | 87.7% | $2.95M |
| Pooled investment vehicles | 5 | $65.4M | 7.8% | $13.1M |
| Insurance companies | 5 | $36.4M | 4.3% | $7.29M |
| Total | 262 | $838M | 100% | $3.2M |
- Clients
- 3
- Regulatory AUM
- $1.54M
- AUM share
- 0.2%
- Avg. per client
- $514K
- Clients
- 249
- Regulatory AUM
- $734M
- AUM share
- 87.7%
- Avg. per client
- $2.95M
- Clients
- 5
- Regulatory AUM
- $65.4M
- AUM share
- 7.8%
- Avg. per client
- $13.1M
- Clients
- 5
- Regulatory AUM
- $36.4M
- AUM share
- 4.3%
- Avg. per client
- $7.29M
Total
- Clients
- 262
- Regulatory AUM
- $838M
- AUM share
- 100%
- Avg. per client
- $3.2M
- Clients outside the U.S.
- 15%
- Clients advised without assets under management last fiscal year
- 23
- Private funds advised
- 2
BFI Infinity is paid through a percentage of assets under management, hourly charges, commissions and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Non-Discretionary Mandates
- The standard annual fees for Non-Discretionary Mandates range from 0.80% to 1.50% of assets under management.
- Services Outside Standard Advisory Scope
- Hourly fees, agreed in advance, for services outside standard advisory services, generally CHF250 to CHF500 per hour.
Bfi Capital Group Ag owns 50% to 75% of BFI Infinity and is in turn owned by Frank Suess (75% or more). Daniel Zurbruegg is CEO; the leadership team includes Chief Compliance Officer Bernarda Pesantez Merino. It has 21 employees, 15 of them in advisory roles.
Leadership
- Daniel ZurbrueggChief Executive Officer
- Bernarda Pesantez MerinoChief Compliance Officer
- Marc SeidelChief Operations Officer
Frank SuessChairman
Staff
- 21 employees
- 15 in advisory functions
- 9 soliciting firms
- Owns 50% to 75% of Bfi Infinity LTD.
Bfi Capital Group Ag
Control person · since July 2011
- Owns 75% or more of Bfi Capital Group Ag
Frank Suess
Control person · since December 2007
- Owns 25% to 50% of Bfi Infinity LTD.
Daniel Zurbruegg
Control person · since May 2017
BFI Infinity’s regulatory assets grew 2.2× from $381M (March 2021) to $838M (March 2026); clients rose from 122 to 262 and employees from 14 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $838M | 262 | 21 | 2 |
| June 2025 | $610M | 207 | 18 | 2 |
| June 2024 | $601M | 207 | 17 | 2 |
| June 2023 | $386M | 148 | 18 | 2 |
| March 2022 | $341M | 122 | 15 | 2 |
| March 2021 | $381M | 122 | 14 | 2 |
Besides its headquarters, BFI Infinity has 1 office, with 2 listed addresses outside the U.S..
International offices
- ZURICHSTRASSE 103E, EBMATINGEN, 8123, Switzerland
Contact and registration details
- Legal name
- Bfi Infinity LTD.
- Headquarters
- Bergstrasse 21, Zurich, Switzerland 8044
- Website
- bfiinfinity.com
- Phone
- 41588062210
- SEC file
- 801-72602
- Founded
- 2011
- Structure
- corporation organized in Switzerland
- Fiscal year end
- December
BFI Infinity uses Rahn+bodmer ($175M, 28%), Banque Pictet & Cie Sa ($111M, 18%) and Kaiser Partner Privatbank Ag ($99M, 16%), among others, as custodians for its separately managed accounts. BFI Infinity has custody of $33.8M in client assets for 2 clients.
- Bank Vontobel AgBank Vontobel Ag · Zurich · $92.7M15%
- Banque Pictet & Cie SaBanque Pictet & Cie Sa · Zurich · $111M18%
- Reichmuth & Co. PrivatbankiersReichmuth & Co. Privatbankiers · Luzern · $80.3M13%
- Rahn+bodmerRahn+bodmer Co. · Zurich · $175M28%
- Dreyfus Sons & Co LTD., BanquiersDreyfus Sons & Co LTD., Banquiers · Basel · $74.8M12%
- Kaiser Partner Privatbank AgKaiser Partner Privatbank Ag · Vaduz · $99M16%
At year end, BFI Infinity’s separately managed accounts were mostly in stocks (61%). Its reported 13F holdings for the quarter ended 30 June 2026 total $337M across 64 positions; the largest are State Str SPDR S&P 500 ETF T (put option) (37.7%), iShares TR (11.2%) and Vanguard Intl Equity Index F (6.4%).
What the accounts hold
- Stocks61%
- Exchange-traded equities59%
- Non-exchange-traded equities2%
- Funds7%
- Bonds8%
- Investment grade corporate bonds6%
- Sovereign bonds2%
- Cash7%
- Other17%
- Physical precious metals cryptocurrency17%
Reported 13F holdings
- $337M
- Reported 13F value
- 64
- Positions
- 79.6%
- In the 10 largest
- +76.5%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR UnitPut37.7%
- iShares TR · MSCI AC Asia ETF11.2%
- Vanguard Intl Equity Index F · FTSE Europe ETF6.4%
- ETF Ser Solutions · Defia Quant ETF5.4%
- Vanguard Index Fds · Total Stk Mkt4.5%
- First TR Exchange-traded FD · Nasdq Cln Edge4.4%
- Sprott Fds TR · Sprott Critical3.7%
- Global X Fds · Global X Silver2.8%
- iShares Inc. · MSCI Eurzone ETF2.0%
- Vaneck ETF Trust · Gold Miners ETF1.6%
Together, the ten largest are 79.6% of reported value.
How many clients does BFI Infinity have?
BFI Infinity has 262 clients and manages $838 million for them, as of March 2026. They include 249 high-net-worth individuals, 5 pooled investment vehicles and 5 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does BFI Infinity offer?
BFI Infinity provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does BFI Infinity use?
BFI Infinity’s separately managed account assets are held at Rahn+bodmer Co. (Zurich), with $175M, Banque Pictet & Cie Sa (Zurich), with $111M, Kaiser Partner Privatbank Ag (Vaduz), with $99M, Bank Vontobel Ag (Zurich), with $92.7M, Reichmuth & Co. Privatbankiers (Luzern), with $80.3M and Dreyfus Sons & Co LTD., Banquiers (Basel), with $74.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does BFI Infinity have?
BFI Infinity has 0 investment adviser representatives registered with state securities authorities, out of 21 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BFI Infinity invest in?
At the end of its last fiscal year, BFI Infinity’s separately managed accounts held 59% exchange-traded equities, 17% other, 7% pooled vehicles (private funds and similar), 7% cash and equivalents, 6% investment grade corporate bonds, 2% non-exchange-traded equities and 2% sovereign bonds. The 17% other category is described as: Physical Precious Metals Cryptocurrency. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BFI Infinity?
BFI Infinity is owned through a holding company by Frank Suess. Its direct owners are Bfi Capital Group Ag (50% to 75%) and Daniel Zurbruegg (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does BFI Infinity get paid?
BFI Infinity is paid through a percentage of assets under management, hourly charges, commissions and performance-based fees.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact BFI Infinity?
BFI Infinity’s main office is at Bergstrasse 21, Zurich, Switzerland 8044. Its phone number is 41588062210. Its website is bfiinfinity.com.