# CFI PARTNERS, LLC

CFI PARTNERS, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 139531
- Type: SEC-registered investment adviser
- SEC file number: 801-72472
- Location: ONE SOUTH WACKER DRIVE, SUITE 3500, CHICAGO, IL, 60606
- Phone: 312-416-4300
- Latest filing: 2026-03-31
- Regulatory AUM: $26.3B
- Discretionary AUM: $24.3B
- Non-discretionary AUM: $2.0B
- Clients: 47
- Accounts: 11

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (33)

_Showing 25 of 33 people._

| Name | Role | Location |
| --- | --- | --- |
| [Lee J Russell](https://search.stillhousedata.com/person/609897) | CHIEF LEGAL OFFICER; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Toledo, OH |
| [Levoyd Elia Robinson](https://search.stillhousedata.com/person/673243) | CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER; DIRECTOR | — |
| [Eric Stephan Baer](https://search.stillhousedata.com/person/673244) | CO-HEAD OF ALTERNATIVE CREDIT; DIRECTOR | — |
| [David Cowen Dieffenbacher](https://search.stillhousedata.com/person/673245) | CO-HEAD OF ALTERNATIVE CREDIT; DIRECTOR | — |
| [Sean Michael Haas](https://search.stillhousedata.com/person/673246) | HEAD OF RESEARCH; HEAD OF RESEARCH; DIRECTOR | — |
| [Gavin James Cross](https://search.stillhousedata.com/person/673247) | CHIEF FINANCIAL OFFICER | — |
| [Shayne Nmn Evans](https://search.stillhousedata.com/person/673248) | BOARD DESIGNEE OF THE ACADEMY GROUP, INC. | — |
| [Stephon Wayne Barnes](https://search.stillhousedata.com/person/673249) | CHIEF OPERATING OFFICER | — |
| [Joseph Thomas Sommer](https://search.stillhousedata.com/person/673250) | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| [GORDON MARK R](https://search.stillhousedata.com/person/738826) | MEMBER; CHIEF FINANCIAL OFFICER | — |
| [COURI BRADFORD B](https://search.stillhousedata.com/person/752851) | MANAGING MEMBER; MANAGING PRINCIPAL | — |
| [ROBINSON LEVOYD E](https://search.stillhousedata.com/person/752852) | MANAGING MEMBER; MANAGING PRINCIPAL | — |
| [BAER ERIC S](https://search.stillhousedata.com/person/752853) | MANAGING MEMBER; PORTFOLIO MANAGER | — |
| [DIEFFENBACHER DAVID C](https://search.stillhousedata.com/person/752854) | MANAGING MEMBER; PORTFOLIO MANAGER | — |
| [NOVATNEY STEVEN J](https://search.stillhousedata.com/person/752855) | MANAGING MEMBER; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| [HAAS SEAN M](https://search.stillhousedata.com/person/752856) | MEMBER; PORTFOLIO MANAGER | — |
| [COURI BRADFORD BARTHOLOMEW](https://search.stillhousedata.com/person/793606) | MANAGING MEMBER; MANAGING PRINCIPAL | — |
| [ROBINSON LEVOYD ELIA](https://search.stillhousedata.com/person/793607) | CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER; DIRECTOR; MANAGING MEMBER; MANAGING PRINCIPAL | — |
| [BAER ERIC STEPHAN](https://search.stillhousedata.com/person/793608) | CO-HEAD OF ALTERNATIVE CREDIT; DIRECTOR; MANAGING MEMBER; PORTFOLIO MANAGER | — |
| [DIEFFENBACHER DAVID COWEN](https://search.stillhousedata.com/person/793609) | CO-HEAD OF ALTERNATIVE CREDIT; DIRECTOR; MANAGING MEMBER; PORTFOLIO MANAGER | — |
| [NOVATNEY STEVEN JAY](https://search.stillhousedata.com/person/793610) | MANAGING MEMBER; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| [GORDON JOHN RAYMOND](https://search.stillhousedata.com/person/793611) | MEMBER; CHIEF FINANCIAL OFFICER | — |
| [HAAS SEAN MICHAEL](https://search.stillhousedata.com/person/793612) | HEAD OF RESEARCH; MEMBER; PORTFOLIO MANAGER | — |
| [SOMMER JOSEPH THOMAS](https://search.stillhousedata.com/person/806244) | CHIEF COMPLIANCE OFFICER | — |
| [BECKER DAVID ALAN](https://search.stillhousedata.com/person/814523) | CHIEF COMPLIANCE OFFICER AND CHIEF TECHNOLOGY OFFICER; CHIEF TECHNOLOGY OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139531/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139531/similar
- Related entities: https://search.stillhousedata.com/firm/139531/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139531

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.