CFI PARTNERS

CFI Partners, LLC ("CFI Partners") is a predominantly credit focused investment management firm founded in 2005. Our culture and investment process are rooted in three defining principles: rigorous fundamental analysis, strong risk management, and ongoing portfolio optimization. We are based in Chicago and have assets under management* of approximately $5 billion ("AUM"). CFI Partners is a registered investment adviser** under the Investment Advisers Act of 1940, as amended (the "Advisers Act")... *The calculation of AUM is not based on definitions as set forth in the governing documents of any particular investment fund, vehicle, or account, and is not calculated pursuant to any regulatory definition, which may be substantially different than stated herein. AUM stated above includes approximately $3 billion of advisory account assets (as valued by the respective advisory clients as of December 31, 2021) that are attributable to advisory agreements finalized in April 2022. Such..

Also known as: CFI Partners, LLC

Primary location: Chicago United States