otherRIA · CRD 159903SEC-Registered

Updated:

BFINANCE US LTD.

bfinance provides customised investment advisory services to pension funds, endowments, foundations, family offices, sovereign funds and insurers globally.

BFINANCE US LTD.

bfinance provides customised investment advisory services to pension funds, endowments, foundations, family offices, sovereign funds and insurers globally. It helps clients optimise long-term asset allocation and supports implementation through manager search and selection, operational due diligence, monitoring and fee reviews. The firm covers liquid and private markets and works for asset owners around the globe on investment strategy implementation.

General information

Firm type

other

Year founded

1999

Location

City

Chicago

Principals

David Vafai

Chief Executive Officer and founder

Odi Lahav

Chief Operating Officer

Raj Nagevadia

Chief Financial Officer

Olivier Cassin

Managing Director, Head of Investment Solutions

Dr Peter Hobbs

Managing Director, Private Markets Advisory

Mathias Neidert

Managing Director, Head of Fixed Income

Toby Goodworth

Managing Director, Head of Liquid Markets

Anna Morrison

Managing Director, Head of Private Equity

Anish Butani

Managing Director, Head of Infrastructure

Robert Doyle

Managing Director, Head of Equities

David Ness

Senior Director, Client Consulting

Brooke Bowen

Director, Client Consulting

Sam Gervaise-Jones

Managing Director, Client Consulting

Frans Verhaar

Managing Director, Head of Continental Europe

Les Marton

Managing Director

Frequently asked questions

What is known about the leadership of BFINANCE US LTD.?

No principal names or titles have been publicly disclosed for BFINANCE US LTD. The firm does not list executives on any accessible public platform.

What investment strategy does BFINANCE US LTD. pursue?

There is no public documentation describing the firm's investment strategy, asset-class preferences, or stage focus. No deals, portfolio companies, or sector tags are attributable to BFINANCE US LTD.

Has BFINANCE US LTD. been involved in any recent transactions?

No transactions, fundraises, or operational events involving BFINANCE US LTD. have been recorded or reported in the last 24 months.

Where is BFINANCE US LTD. located?

The firm is registered in the United States, but no specific city, state, or headquarters address has been publicly disclosed.

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