Bfinance Us Ltd.
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vafai, David | Ceo/Cco | Oct 1999 (27y) | Less than 5% | |
| Gervaise Jones, Samuel | Principal | Sep 2011 (15y) | Less than 5% | |
| George, Kenneth Ronald | Finop/Cfo | Dec 2012 (14y) | Less than 5% | |
| Brooke Bowen | Registered representative | Jun 2026 (0y) | ||
| Alexander Arturo Mc Henry | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bfinance International Limited | Parent Company | Sep 2011 | A | 75% or more |
| Bfinance Acquisition Limited | Owner | Mar 2009 | B | ≈ 56.25% – 100% via Bfinance International Limited |
| Bfinance Holdings Limited | Owner | Mar 2009 | B | ≈ 42.19% – 100% via Bfinance Acquisition Limited |
| Bfinance Group Holding Limited | Owner | Apr 2016 | B | ≈ 31.64% – 100% via Bfinance Holdings Limited |
| Hamsard 3678 Limited | Owner | Feb 2023 | B | 75% or more of Hamsard 3689 Limited (indirect) |
| Hamsard 3689 Limited | Owner | Feb 2023 | B | 75% or more of Bfinance Group Holdings Limited (indirect) |
| Lutea Trustees Limited | Owner | Feb 2023 | B | 50% – 75% of Hamsard 3678 Limited (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bfinance Acquisition Limited: 75% – 100% of Bfinance International Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Bfinance Holdings Limited: 75% – 100% of Bfinance Acquisition Limited × 75% – 100% of Bfinance International Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Bfinance Group Holding Limited: 75% – 100% of Bfinance Holdings Limited × 75% – 100% of Bfinance Acquisition Limited × 75% – 100% of Bfinance International Limited × 75% – 100% direct ≈ 31.64% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 1.07 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
- • Fixed fees
Services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗