Bfi Infinity Ltd.
- Regulatory AUM
- $838M
- Discretionary
- $670M
- Clients
- 262
- Avg AUM / client
- $3.2M
- Accounts
- 274
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $1.5M | 0.18% |
| High net worth individuals | 249 | $734M | 87.7% |
| Pooled investment vehicles (non-investment companies) | 5 | $65.4M | 7.81% |
| Insurance companies | 5 | $36.4M | 4.35% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $46.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Altalpha Abacorum Fund, A Sub Fund Of Altalpha Stratgies Sicav P.L.C. | Hedge Fund | Malta | $34.9M | 100 |
| Altalpha Integrity Gold Fund, A Sub Fund Of Altalpha Strategies Sicav P.L.C. | Other Private Fund | Malta | $8.2M | 12 |
| Altalpha Digital Fund, A Subfund Of Altalpha Strategies Sicav P.L.C. | Hedge Fund | Malta | $3.7M | 4 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Suess, Frank, Richard | Chairman | Dec 2007 (19y) | ≈ 37.5% – 75% via Bfi Capital Group Ag | |
| Pesantez Merino, Bernarda, Nmn | Chief Compliance Officer | Jul 2011 (15y) | Less than 5% | |
| Steinhoff, Dirk, Nmn | Chief Investment Officer | Jul 2011 (15y) | Less than 5% | |
| Zurbruegg, Daniel, (Nmn) | Chief Executive Officer | May 2017 (9y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bfi Capital Group Ag | Shareholder | Jul 2011 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Suess, Frank, Richard: 75% – 100% of Bfi Capital Group Ag × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $46.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Altalpha Abacorum Fund, A Sub Fund Of Altalpha Stratgies Sicav P.L.C. | Hedge Fund | $34.9M | $100K | 100 |
| Altalpha Integrity Gold Fund, A Sub Fund Of Altalpha Strategies Sicav P.L.C. | Other Private Fund | $8.2M | $100K | 12 |
| Altalpha Digital Fund, A Subfund Of Altalpha Strategies Sicav P.L.C. | Hedge Fund | $3.7M | $100K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.41 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Commissions
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Rahn+Bodmer Co. $175M (21% of AUM) Mar 2026
- Banque Pictet & Cie Sa $111M (13% of AUM) Mar 2026
- Kaiser Partner Privatbank $99.0M (12% of AUM) Mar 2026
- Bank Vontobel Ag $92.7M (11% of AUM) Mar 2026
- Reichmuth & Co. Privatbankiers $80.3M (10% of AUM) Mar 2026
- Dreyfus Sons & Co Ltd. Banquiers $74.8M (9% of AUM) Mar 2026
- Dreyfus Söhne & Cie Ag, Banquiers $58.8M (10% of AUM) Jun 2024
- Bank Julius Baer & Co. Ltd. $55.6M (9% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗