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 operates as a multi-strategy alternative asset manager serving institutional clients. Registered with the SEC since 1985, the firm is classified across private equity and real estate fund management and also functions as a sponsor/GP of pooled investment vehicles. Wafra provides portfolio management for pooled vehicles and for businesses or institutions, offers pension consulting and adviser-selection services, and is registered as a CPO/CTA. Its ownership is noted as a combination of foreign entity and individual interests. The firm reports being an active ESG investor and charges a mix of percentage-of-AUM, fixed, performance-based and other fees.