Bfi Infinity Ltd. (Zurich)

Name: Bfi Infinity Ltd.
Address: Bergstrasse 21, Zurich, 8044
Telephone: +41 58 806 2210

Bfi Infinity Ltd. is an adviser based in Zurich. It manages $264.18 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Arizona, California, and 8 other states.

Bfi Infinity provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, educational seminars and workshops, and wealth management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bfi Infinity: assets under management

The assets under management (AUM) of Bfi Infinity Ltd. is $264.18 million. The firm's AUM has gone down by -15% since the beginning of its operation, and $127.2 million of the total AUM is attributable to clients outside of the United States.

The firm manages $221.66 million in discretionary accounts and $42.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.04 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.64 million.

Investments

The firm invests in exchange traded securities the most. They account for 33% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 20% of the firm’s portfolio. Investments in pooled investment vehicles form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bfi Infinity Ltd. for their services and products based on a percentage of assets under management, hourly charges, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Frank Richard Suess serves?

The firm provides services to insurance companies and high net worth individuals. The largest group of clients of Frank Richard Suess is high net worth individuals with 88 clients and $157.22 million of assets under management. Among the 9 most similar advisory firms, Bfi Infinity has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $263.51 million for 95 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 18% of the firm’s clients are foreign persons or businesses.

Bfi Infinity doesn't advise any private funds.

Careers at Bfi Infinity Ltd.

The company employs 14 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Frank Richard Suess has been acting as President since 1 Jul 2011. Dirk Nmn Steinhoff has served as the Chief Investment Officer since 1 Jul 2011 and Daniel (Nmn) Zurbruegg is the Chief Executive Officer of Bfi Infinity Ltd. family office. Bfi Capital Group Ag joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bfi Capital Group Ag	Shareholder	1 Jul 2011	50% - 75%	foreign
Frank Richard Suess	Chairman	1 Jul 2011	Other	5950621
Dirk Nmn Steinhoff	Chief investment officer	1 Jul 2011	Other	5950623
Bernarda Nmn Pesantez Merino	Chief compliance officer	1 Jul 2011	Other	5950625
Daniel (Nmn) Zurbruegg	Chief executive officer	1 May 2017	25% - 50%	5927456

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Frank Richard Suess	Shareholder	1 Dec 2007	75% - 100%	5950621

Based in Zurich

The principal office where Bfi Infinity Ltd. performs its advisory services is located at Bergstrasse 21, Zurich, 8044, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +41 58 806 2210 or by fax +41 58 806 2211. The normal business hours are 08:00 am - 18:00 pm on Monday - Friday. You can find more information about the New York firm at bfiwealth.com.