Falists
← Back to search

CFI PARTNERS

CFI PARTNERS, LLC

CRD 139531 · SEC 801-72472

Visit website

ONE SOUTH WACKER DRIVE, SUITE 3500, CHICAGO, IL, 60606, United States

Phone

312-416-4300

Fax

312-416-4301

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$26.31B

Discretionary AUM

$24.31B

Team

47 total employees; 23 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles6$1.12B

States served

IL

All web addresses on file

Official SEC filing: View on IAPD