Wealth manager, independent · Zurich, Switzerland
BFI Infinity LTD.
SEC-registered investment adviser · CRD 158420 · SEC 801-72602
At a glance
BFI Infinity LTD. is an SEC-registered investment adviser based in Zurich, Switzerland, with $838 million in regulatory assets under management as of its Form ADV filed March 12, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 252 individual clients. By Form ADV it is a wealth manager, ranked 1,833rd of 8,915 wealth managers and 5,944th of 17,210 SEC-registered advisers by assets.
Main office +41588062210bficapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $838M
- Rank among wealth managers
- #1,833 of 8,915
- Rank among all SEC RIAs
- #5,944 of 17,210
- Individual clients
- 252
- High-net-worth clients
- 249
- Accounts
- 274
- Discretionary
- 80% of AUM
- Employees
- 21
- Advisory staff
- 15
- Offices
- 2
Owners and executives on its Form ADV
- Frank R. SuessChairman
- Bernarda N. Pesantez MerinoChief Compliance Officer
- Daniel (. ZurbrueggChief Executive Officer
- Marc SeidelChief Operations Officer
Custody and brokerage
6 custodians
- Rahn+bodmer$175M28%
- Banque Pictet & CIE SA$111M18%
- Kaiser Partner Privatbank AG$99M16%
- Bank Vontobel AG$93M15%
- Reichmuth & Co. Privatbankiers$80M13%
- Dreyfus Sons & Co LTD.$75M12%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 249 | $734M | 88% |
| Pooled investment vehicles | 5 | $65M | 8% |
| Insurance companies | 5 | $36M | 4% |
| Individuals | 3 | $2M | <1% |
Private funds
BFI Infinity LTD. reports 2 private funds with $34M in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
BFI Infinity LTD. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Commissions
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗bficapital.com ↗
AtlasMembers
The full record on BFI Infinity LTD.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 3,995 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does BFI Infinity LTD. manage?
BFI Infinity LTD. reports $838 million in regulatory assets under management across 274 accounts, 80% of it on a discretionary basis, on its Form ADV filed March 12, 2026.
What kind of firm is BFI Infinity LTD.?
BFI Infinity LTD. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are BFI Infinity LTD.’s clients?
By assets, its largest client types are high-net-worth individuals ($734 million, 249 clients); pooled investment vehicles ($65 million, 5 clients); insurance companies ($36 million, 5 clients).
Does BFI Infinity LTD. manage private funds?
Yes. It reports 2 private funds with $34 million in gross assets, including hedge funds, other private funds.
Does BFI Infinity LTD. have any disciplinary history?
BFI Infinity LTD. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is BFI Infinity LTD.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →