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Chief Executive Officer; Chief Investment Officer; Director · CFI Partners

Levoyd E. Robinson

CRD 4245145 · Named on Form ADV at one SEC-registered adviser

At a glance

CFI Partners, an SEC-registered asset manager based in Chicago, IL with $26.3 billion in regulatory assets, lists Levoyd E. Robinson on its Form ADV as Chief Executive Officer; Chief Investment Officer; Director, a control person.

Firms and roles

  • CFI PartnersChief Executive Officer; Chief Investment Officer; DirectorAsset manager · Chicago, IL · $26B in regulatory assets

AtlasMembers

Levoyd’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Levoyd on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Levoyd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.