Overview
Firm Information
Bfinance US Limited. (“bfinance”, the “Firm”, “we”, “us”, “ours”) is an independent, privately-
owned financial services firm that is based in London, United Kingdom. In 2017, the Firm
opened an office in Chicago, Illinois. David Vafai is Co-Founder of bfinance and serves as Chief
Executive Officer and Chief Compliance Officer. The Firm is also registered with the SEC as a
broker-dealer and the Firm and its principals are registered with the Financial Industry
Regulatory Authority (“FINRA”). The Firm is a wholly owned subsidiary of bfinance International
Limited, which also owns bfinance UK Limited. David Vafai is also Chief Executive Officer of
bfinance International Ltd. and a Director
of bfinance UK Limited.
Types of Advisory Services
We provide customized investment research to companies and institutional investors. The Firm
offers investment strategy design, development and review, investment manager search and
analysis. It serves public and corporate pension funds, insurance companies, and financial
institutions, as well as endowments, foundations, and family offices and sovereign wealth
funds.
Tailored Relationships
We tailor advisory services to the individual needs of the client.
Assets Under Management
As of June 12, 2023, we managed no assets under management (as defined by the SEC) on
either a discretionary basis or non-discretionary basis.