Cfi Partners, LLC
● SEC registered since 2011CRD 139531SEC# 801-72472Chicago, IL
Ranks #457 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$26.31B
Fund GAV
$1.12B
Private funds
4
Employees
47
Accounts
11
Location
Chicago, IL
Cfi Partners, LLC assets under management
Cfi Partners, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2011. It reports $26.3 billion in regulatory assets under management and employs 47 people. Cfi Partners, LLC manages 4 private funds with combined gross assets of $1.1 billion, including Cfip CLO 2017-1, Ltd. By regulatory assets, it ranks 457 of 6,004 private fund managers.
Cfi Partners, LLC private funds
4 funds · $1.12B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cfip CLO 2017-1, Ltd. | Securitized Asset | $463.2M | $250K |
| Cfip CLO 2021-1, Ltd. | Securitized Asset | $434.4M | $250K |
| Cfip Opportunistic Credit Master Fund III, LP | Other Private | $220.9M | $5M |
| Cfip CLO 2018-1, Ltd. | Securitized Asset | $3.2M | $250K |
Cfi Partners, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amistad Investment Holdings, LLC Control | Owner | Over 75% | 2023 |
| David Cowen Dieffenbacher Control | Co-Head Of Alternative Credit; Director | Under 5% | 2005 |
| Eric Stephan Baer Control | Co-Head Of Alternative Credit; Director | Under 5% | 2005 |
| Gavin James Cross Control | Chief Financial Officer | Under 5% | 2019 |
| Joseph Thomas Sommer Control | General Counsel, Chief Compliance Officer | Under 5% | 2023 |
| Levoyd Elia Robinson Control | Chief Executive Officer; Chief Investment Officer; Director | Under 5% | 2005 |
| Sean Michael Haas Control | Head Of Research; Director | Under 5% | 2005 |
| Stephon Wayne Barnes Control | Chief Operating Officer | Under 5% | 2020 |
| Amistad Financial Group, LLC Control | Owner | Over 75% | 2019 |
| Amistad Holdings Parent II, LLC Control | Owner | Over 75% | 2019 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cfi Partners, LLC manage?
Cfi Partners, LLC reports $26.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Cfi Partners, LLC manage?
Cfi Partners, LLC manages 4 private funds with combined gross assets of $1.1 billion.
How many employees does Cfi Partners, LLC have?
Cfi Partners, LLC reports 47 employees.
Where is Cfi Partners, LLC located?
Cfi Partners, LLC is based in Chicago, IL and has been SEC-registered since 2011.
Does Cfi Partners, LLC disclose fund performance?
Cfi Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One South Wacker Drive, Suite 3500, Chicago, IL 60606 |
| Phone | 312-416-4300 |
| Fax | 312-416-4301 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$26.31B▲ 322%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 8%
Larger than 92% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$26.31Bregulatory AUM
Discretionary $24.31BNon-discretionary $2B
Fund type mix
Securitized Asset3
Other Private1
Service providers
Auditor
Custodian
Administrator