Asset manager · Chicago, IL
CFI Partners
CFI Partners, LLC · SEC-registered investment adviser · CRD 139531 · SEC 801-72472
At a glance
CFI Partners is an SEC-registered investment adviser based in Chicago, Illinois, with $26.3 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 322nd of 3,218 asset managers and 714th of 17,210 SEC-registered advisers by assets.
Main office 312-416-4300cfipartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $26B
- Rank among asset managers
- #322 of 3,218
- Rank among all SEC RIAs
- #714 of 17,210
- Rank in Illinois
- #46 of 684
- Clients
- 6
- Accounts
- 11
- Discretionary
- 92% of AUM
- Employees
- 47
- Advisory staff
- 23
- Offices
- 1
Owners and executives on its Form ADV
- Levoyd E. RobinsonChief Executive Officer; Chief Investment Officer; Director
- Eric S. BaerCo-Head of Alternative Credit; Director
- David C. DieffenbacherCo-Head of Alternative Credit; Director
- Stephon W. BarnesChief Operating Officer
- Sean M. HaasHead of Research; Director
- Gavin J. CrossChief Financial Officer
- Joseph T. SommerGeneral Counsel, Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | – | $21B | 79% |
| State or municipal government entities | – | $2.2B | 8% |
| Corporations or other businesses | – | $2.1B | 8% |
| Pooled investment vehicles | 6 | $1.1B | 4% |
Private funds
CFI Partners reports 4 private funds with $1.1B in gross assets: securitized asset funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
CFI Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗cfipartners.com ↗
AtlasMembers
The full record on CFI Partners
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 386 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 7 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 CFI Partners manage?
CFI Partners reports $26.3 billion in regulatory assets under management across 11 accounts, 92% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is CFI Partners?
CFI Partners is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are CFI Partners’s clients?
By assets, its largest client types are other investment advisers ($20.9 billion); state or municipal government entities ($2.2 billion); corporations or other businesses ($2.1 billion).
Does CFI Partners manage private funds?
Yes. It reports 4 private funds with $1.1 billion in gross assets, including securitized asset funds, other private funds.
Does CFI Partners have any disciplinary history?
CFI Partners 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 CFI Partners’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 (2026-03-31), 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 →