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Wafra Inc.
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Overview Share
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New York, New York
$17.5 billion AUM
4 offices

Wafra Inc. is based in New York, New York and has $17.5 billion in assets under management.

Location
345 Park Avenue 41st Floor
New York, NY 10154
Contact
$17.5 billion
AUM
132
Employees
AUM Share
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$17,541,995,261
Assets under management
88 clients
Number of clients
Average investment size is $199,340,855
95% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 48 $11,899,275,676 68% $247,901,577
Sovereign wealth funds and foreign official institutions Fewer than 5 clients $3,295,272,322
Other corporations or businesses 29 $2,347,447,263 13% $80,946,457
Employees Share
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132
Employees
63
Investment analysts
48% of total employees
AUM per employee Share
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$17,541,995,261
Assets under management
$132,893,903
AUM per employee
$278,444,369
AUM per investment analyst
About Share
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Compensation

Wafra Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
  • % of client commitment admin
  • Consulting and other fees
Services offered

Wafra Inc. provides the following services:

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Consulting review of 3rd party managers for institutional investors
Business activities
  • Commodity pool operator or commodity trading advisor
  • Real estate broker, dealer, or agent
Firm data Share
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CRD number 108,673
SEC number 801-23491
Legal structure Corporation
Legal governance Delaware, United States
Latest ADV filing date March 27, 2020

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