CFI PARTNERS, LLC
Legal name: CFI PARTNERS
CRD #139531 SEC #801-72472 CHICAGO, IL 312-416-4300
SEC Registered Private Funds
Total AUM
$6.2B
Discretionary
$1.8B
Employees
43
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $6.2B | $1.8B | $4.4B | 43 | 0 |
| Mar 2025 | $6.2B | $1.8B | $4.4B | 43 | 0 |
| Apr 2024 | $5.9B | $1.5B | $4.4B | 38 | 0 |
| Mar 2024 | $5.9B | $1.5B | $4.4B | 38 | 0 |
| Mar 2023 | $6.1B | $1.6B | $4.5B | 33 | 0 |
| Feb 2023 | $2.1B | $2.1B | $0 | 26 | 0 |
| Oct 2022 | $2.1B | $2.1B | $0 | 26 | 0 |
| Jul 2022 | $2.1B | $2.1B | $0 | 26 | 0 |
| Mar 2022 | $2.1B | $2.1B | $0 | 26 | 0 |
| Mar 2021 | $2B | $2B | $0 | 25 | 0 |
| Jan 2021 | $1.9B | $1.9B | $0 | 16 | 0 |
| Mar 2020 | $1.9B | $1.9B | $0 | 16 | 0 |
| Mar 2019 | $1.8B | $1.8B | $0 | 16 | 0 |
| Mar 2019 | $1.8B | $1.8B | $0 | 16 | 0 |
| Jun 2018 | $1.4B | $1.4B | $0 | 15 | 0 |
| Apr 2018 | $1.4B | $1.4B | $0 | 15 | 0 |
| Mar 2018 | $1.4B | $1.4B | $0 | 15 | 0 |
| Mar 2017 | $807M | $807M | $0 | 14 | 1 |
| Nov 2016 | $807M | $807M | $0 | 13 | 1 |
| Mar 2016 | $807M | $807M | $0 | 13 | 1 |
| Sep 2015 | $888.4M | $888.4M | $0 | 14 | 11 |
| Mar 2015 | $888.4M | $888.4M | $0 | 14 | 11 |
| Mar 2014 | $720.8M | $720.8M | $0 | 21 | 11 |
| Feb 2014 | $720.8M | $720.8M | $0 | 21 | 11 |
| Apr 2013 | $1.7B | $1.7B | $0 | 25 | 1 |
| Feb 2013 | $1.7B | $1.7B | $0 | 25 | 1 |
| Mar 2012 | $2.4B | $2.4B | $0 | 11 | 1 |
| Jun 2011 | $1.4B | $1.4B | $0 | -- | -- |
| Jun 2011 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2007 | $477.8M | $477.8M | $0 | -- | -- |
DateDec 2025
Total AUM$6.2B
Discretionary$1.8B
Non-Disc.$4.4B
Employees43
Clients0
DateMar 2025
Total AUM$6.2B
Discretionary$1.8B
Non-Disc.$4.4B
Employees43
Clients0
DateApr 2024
Total AUM$5.9B
Discretionary$1.5B
Non-Disc.$4.4B
Employees38
Clients0
DateMar 2024
Total AUM$5.9B
Discretionary$1.5B
Non-Disc.$4.4B
Employees38
Clients0
DateMar 2023
Total AUM$6.1B
Discretionary$1.6B
Non-Disc.$4.5B
Employees33
Clients0
DateFeb 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees26
Clients0
DateOct 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees26
Clients0
DateJul 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees26
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees26
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees25
Clients0
DateJan 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateJun 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateApr 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$807M
Discretionary$807M
Non-Disc.$0
Employees14
Clients1
DateNov 2016
Total AUM$807M
Discretionary$807M
Non-Disc.$0
Employees13
Clients1
DateMar 2016
Total AUM$807M
Discretionary$807M
Non-Disc.$0
Employees13
Clients1
DateSep 2015
Total AUM$888.4M
Discretionary$888.4M
Non-Disc.$0
Employees14
Clients11
DateMar 2015
Total AUM$888.4M
Discretionary$888.4M
Non-Disc.$0
Employees14
Clients11
DateMar 2014
Total AUM$720.8M
Discretionary$720.8M
Non-Disc.$0
Employees21
Clients11
DateFeb 2014
Total AUM$720.8M
Discretionary$720.8M
Non-Disc.$0
Employees21
Clients11
DateApr 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees25
Clients1
DateFeb 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees25
Clients1
DateMar 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees11
Clients1
DateJun 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$477.8M
Discretionary$477.8M
Non-Disc.$0
Employees--
Clients--