9AT: BFINANCE US LTD.

Advisers
BFINANCE US LTD.
Summary

BFINANCE US LTD.

Summary Contacts News Filings Brochure Private Funds Service Providers

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other names

BFINANCE US LTD.

Adviser Profile

As of Date	06/20/2025
ADV Location	LONDON, United Kingdom
Adviser Type - Outside the United States
Number of Employees	5
of those in investment advisory functions	3
Registration	SEC, Approved, 11/06/2020

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0
Contact Info	+44 xxxxxxx
Websites

Details

https://www.bfinance.com/us/

HTTPS://WWW.LINKEDIN.COM/COMPANY/BFINANCE/

https://x.com/bfinance

Client Types

Advisory Activities

- Selection of other advisers

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1

2018 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

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.

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