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 corporate investment manager that serves institutional clients with a multi-strategy private markets orientation. The firm is active in private equity and real estate fund management while also operating across other alternative strategies. It acts as sponsor and general partner on pooled investment vehicles and provides portfolio management for pooled vehicles and for businesses or institutional accounts. Wafra also performs pension consulting services and selects external advisers when appropriate. The firm reports being an active ESG investor and uses a mix of percentage-of-AUM, fixed, and performance-based fee arrangements.