WAFRA INC.

RIASEC RegisteredEst. 1985

Total AUM

$29B

Discretionary

$27.7B

95% of AUM

Avg account

$271M

Accounts

107

Employees

158

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 108673
Registered since: February 15, 1985
Website: www.wafra.com
Custodians: ROYAL BANK OF CANADA (CI) LTD
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles76.64%
Corporations / Businesses21.85%
Sovereign Wealth Funds1.51%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wafra Inc. is a corporation that functions primarily as a fund manager with a focus on private equity and real estate alongside other alternative strategies. Founded in 1985, the firm serves institutional clients and operates as both an adviser to pooled vehicles and a sponsor/manager of those vehicles. Its business activities include roles as a commodity pool operator/commodity trading adviser (CPO/CTA), and its advisory services extend to portfolio management for pooled investment vehicles and for institutional or business clients, pension consulting, and selection of other advisers. Wafra reports an active ESG approach to investing and employs a mix of fee arrangements, including AUM-based fees, fixed fees, and performance-based fees.