|
⚲
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| BFI Infinity Ltd
✚
|
|
|---|---|
| CRD # | 158420 |
| SEC # | 801-72602 |
| CIK # | 0002043810 |
| AUM | $837.6 M (2026-03-12) |
| Employees | 21 (71% Investors, 0% Brokers) |
| Phone | 41588062210 |
| Address | Bergstrasse 21 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Analog Devices Inc | 4.6 | ||
| Alphabet Inc | 4.3 | ||
| Morgan Stanley | 4.3 | ||
| Apple Inc | 4.2 | ||
| Halliburton Co | 4.1 | ||
| Wal Mart Stores Inc | 3.8 | ||
| Marriott International Inc /MD/ | 3.8 | ||
| Fedex Corp | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Altalpha Abacorum Fund A Sub-Fund of Altalpha Stratgies SICAV PLC | [2023-01-03] | 0.0 | 41.7 |
| HF | Altalpha Digital Fund A Subfund of Altalpha Strategies SICAV PLC | [2023-01-03] | 0.0 | 1.8 |
| Other | Altalpha Integrity Gold Fund A Sub-Fund of Altalpha Strategies SICAV PLC | [2023-01-03] | 0.0 | 32.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.5 |
| (b) Individuals (high net worth individuals) | 249 | 734.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 65.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 36.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 274 | 837.6 |
| By Discretionary | ||
| Discretionary | 226 | 670.3 |
| Non-Discretionary | 48 | 167.3 |
| Total | 274 | 837.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 187.2 | |
| United States Persons | 650.4 | |
| Total | 274 | 837.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Griscti | 3 | 1 | ||
| Anabel Mifsud | 3 | 1 | ||
| Frank Suess | 3 | 1 | ||
| Dirk Steinhoff | 3 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002043810] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Toews Corporation
✚
|
NJ | 1.0 |
|
Vectors Research Management LLC
✚
|
NY | 1.0 |
|
Ashford Capital Management Inc
✚
|
DE | 1.0 |
|
United Capital Management of Kansas Inc
✚
|
KS | 0.9 |
|
LongTail Alpha LLC
✚
|
CA | 0.8 |
|
JP Marvel Investment Advisors Inc
✚
|
MA | 0.8 |
|
Mission Creek Capital Partners Inc
✚
|
CA | 0.7 |
|
Contravisory Investment Management Inc
✚
|
MA | 0.7 |
|
White Oaks Wealth Advisors Inc
✚
|
MN | 0.6 |
|
Omega Financial Group LLC
✚
|
CA | 0.6 |