Cfi Partners
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Overview
Cfi Partners is a financial advisory company located in Chicago, Illinois. Cfi Partners oversees $6.1 billion in assets across seven customer accounts, making it one of the largest firms in the nation by assets under management (AUM). The firm has a small team, including 16 financial advisors. Cfi Partners does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets such as options, stocks and bonds.
Cfi Partners manages most of the firm's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction choices without requiring the customer's permission. Cfi Partners also oversees three non-discretionary accounts with a total of $4.5 billion in assets under management. Cfi Partners's average account size is $877.4 million. The average financial advisor at Cfi Partners manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The company's central office is located at One South Wacker Drive, Chicago, Illinois 60606. The company is legally registered to provide services to customers in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cfi Partners by the Numbers
$6.1 billion
33
7
$877.4 million
Fee Structure
Fees for financial management typically are based on which services are offered. Fee types charged by the firm may include the following fee structures: asset-based, fixed or performance-based. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Cfi Partners works with pooled investment vehicles. Out of its seven accounts, Cfi Partners's biggest client is pooled investment vehicles. About 80% of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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