WAFRA INC.

other names
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Adviser Profile
As of Date 05/07/2024
Adviser Type - Large advisory firm
Number of Employees 172 2.99%
of those in investment advisory functions 76
Registration SEC, Approved, 02/15/1985
AUM* 28,951,833,632 -0.18%
of that, discretionary 27,641,243,098 -1.99%
Private Fund GAV* 8,341,672,210 -1.39%
Avg Account Size 283,841,506 0.80%
SMA’s Yes
Private Funds 40 11
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

30B 26B 22B 17B 13B 9B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count32 GAV$7,163,675,109
Fund TypeReal Estate Fund Count8 GAV$1,177,997,101

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Top Holdings

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Stck Ticker25401T603 Stock NameDIGITALBRIDGE GROUP INC $ Position$174,186,956 % Position94.00% $ Change-20.00% # Change0.00%
Stck Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$11,781,940 % Position6.00% $ Change-42.00% # Change-4.00%