Cfi Partners, LLC (Chicago)

Name: Cfi Partners, LLC
Address: One South Wacker Drive, Chicago, IL, 60606
Telephone: 312-416-4300

Cfi Partners, LLC is a large advisory firm based in Chicago. It manages $1.85 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Illinois.

Cfi Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cfi Partners: assets under management

The assets under management (AUM) of Cfi Partners, LLC is $1.85 billion, all of which is managed in discretionary accounts. $1.85 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.85 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $307.77 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cfi Partners, LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cfi Partners serves?

The only and largest group of clients of Cfi Partners is pooled investment vehicles with 6 clients and $1.85 billion of assets under management. Among the 10 most similar advisory firms, Cfi Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.85 billion for 6 clients. 100% of the firm’s clients are foreign persons or businesses.

Cfi Partners also advises several private funds. Namely, one other private fund and four securitized asset funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $5,000,000.

Careers at Cfi Partners, LLC

The company employs 16 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone 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.

Based in Chicago

The principal office where Cfi Partners, LLC performs its advisory services is located at One South Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-416-4300 or by fax 312-416-4301. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at cfipartners.com.