{"url":"https://nivawealth.com/firms/bfi-infinity-158420","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158420","regulatoryAum":837566784,"crd":"158420","history":[{"filedOn":"2021-03-15","regulatoryAum":381130984,"clients":122,"employees":14,"offices":2},{"filedOn":"2022-03-10","regulatoryAum":341263833,"clients":122,"employees":15,"offices":2},{"filedOn":"2023-06-12","regulatoryAum":386346619,"clients":148,"employees":18,"offices":2},{"filedOn":"2024-06-27","regulatoryAum":600811271,"clients":207,"employees":17,"offices":2},{"filedOn":"2025-06-30","regulatoryAum":610122402,"clients":207,"employees":18,"offices":2},{"filedOn":"2026-03-12","regulatoryAum":837566784,"clients":262,"employees":21,"offices":2}],"secFileNumber":"801-72602","legalName":"Bfi Infinity LTD.","displayName":"BFI Infinity","slug":"bfi-infinity-158420","website":"https://bfiinfinity.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2011","organization":"corporation organized in Switzerland","fiscalYearEnd":"December","headquarters":{"street":"Bergstrasse 21","city":"Zurich","state":"","stateName":"","country":"Switzerland","postalCode":"8044"},"tradeNames":[],"registration":{"secApproved":"20 July 2011","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2919513.1865079366,"staff":{"employees":21,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":9},"aum":{"regulatory":837566784,"discretionary":670275974,"discretionaryAccounts":226,"nonDiscretionary":167290810,"nonDiscretionaryAccounts":48,"wrapProgram":null,"nonUsClientsPct":15,"nonAumClients":23},"clientTypes":[{"label":"Individuals (other than HNW)","clients":3,"regulatoryAum":1542185},{"label":"High-net-worth individuals","clients":249,"regulatoryAum":734175138},{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":65420797},{"label":"Insurance companies","clients":5,"regulatoryAum":36428664}],"feePrograms":[{"role":"other","program":"Non-Discretionary Mandates","summary":"The standard annual fees for Non-Discretionary Mandates range from 0.80% to 1.50% of assets under management.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017774","versionId":1017774,"submittedOn":"2026-03-12","documentName":"BFI INFINITY LTD. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BFI Infinity offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does BFI Infinity use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BFI Infinity have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BFI Infinity invest in?","answer":"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\nCryptocurrency. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BFI Infinity?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BFI Infinity get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact BFI Infinity?","answer":"BFI Infinity’s main office is at Bergstrasse 21, Zurich, Switzerland 8044. Its phone number is 41588062210. Its website is bfiinfinity.com.","source":"Form ADV Part 1A, Item 1.F, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/bfi-infinity-158420/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-10","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2043810/000204381026000004/0002043810-26-000004-index.html","totalValue":336735580,"positionCount":64,"top10Share":0.7961195457872317,"top10":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":126801546,"shares":169800,"shareType":"SH","putCall":"Put","priorValue":7218774,"priorShares":11100},{"issuer":"ISHARES TR","titleOfClass":"MSCI AC ASIA ETF","cusip":"464288182","value":37620572,"shares":315265,"shareType":"SH","priorValue":29557371,"priorShares":306962},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EUROPE 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}