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. AUM is as of April 27, 2022 and includes approximately $3 billion of assets attributable to advisory agreements that went effective April 2022. CFI Partners is onboarding the accounts and expects full discretionary management in the near term. AUM for CLOs is calculated using the aggregate par value of collateral assets and principal cash as management fees are not based on asset valuation. **Registration under the Advisers Act does not imply a certain level of skill or training. More information about CFI Partners, including its services, strategies, and fees can be found in our ADV Part 2, which is available without charge upon request.