Wafra Inc.

RIASEC Registered

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 corporate investment manager focused on managing and sponsoring private pooled vehicles across private equity and real estate strategies. The firm serves institutional clients and engages in portfolio management for both pooled investment vehicles and institutions, in addition to selection-of-adviser services and pension consulting. Wafra operates as a sponsor and general partner on pooled vehicles and is also active as a CPO/CTA. The firm is SEC‑registered, having first registered in 1985. Its ownership mix is described as involving both foreign entities and individuals, and its fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Wafra identifies as an active ESG investor.