Wahed

Overview

Wahed is an SEC-registered advisory firm (registered in 2015) that manages portfolios for individuals, families and institutional clients under a percentage-of-AUM fee model. The firm lists portfolio management for individuals/small businesses, investment companies and other businesses or institutions among its advisory activities. Wahed identifies itself as an active ESG investor and maintains affiliations across the financial services ecosystem, including broker-dealer relationships and roles as sponsor/GP or managing member of pooled investment vehicles. The firm’s client base spans retail and institutional segments. Its owner structure is a combination of a domestic entity and individuals. Wahed is not positioned as a capital allocator; instead it deploys client assets across traditional and alternative strategies and uses third-party managers for some alternative exposures.

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Location & Offices