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BFI INFINITY LTD.

ZURICH, Switzerland · CRD 158420 · IAPD ↗ · +41 58 806 2210

$837.6MRegulatory AUM
15Advisory reps
21Employees
23Clients
n/aPlanning clients
2Private funds
15States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
April 2026 — BFI INFINITY LTD. reported RAUM up 37% ($610.1M -> $837.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
January 2026 — BFI INFINITY LTD. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
January 2026 — BFI INFINITY LTD. now reports custody of client assets ($53.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
15
June 2025 — BFI INFINITY LTD. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
July 2024 — BFI INFINITY LTD. crossed $500M in regulatory AUM ($481.5M -> $600.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
43
July 2024 — BFI INFINITY LTD. now reports 3 private fund(s) ($46.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.