CFI PARTNERS, LLC
Doing business as CFI PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$26,313,245,536
Discretionary
$24,313,245,536
Non-discretionary
$2,000,000,000
Firm details
- CRD number
- 139531
- SEC file number
- 801-72472
- Main office
- CHICAGO, IL, United States
- Employees
- 47
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.