WAFRA INC.

other names
  • WAFRA INC.
  • WAFRA INVESTMENT ADVISORY GROUP, INC.
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Adviser Profile
As of Date 03/25/2026
ADV Location NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees 158 -8%
of those in investment advisory functions 69 -9%
Registration SEC, Approved, 02/15/1985
AUM* 29,043,206,587 0%
of that, discretionary 27,726,509,054 0%
Private Fund GAV* 9,757,529,054 -1%
Avg Account Size 271,431,837 -4%
SMA’s Yes
Private Funds 51 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

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name DELOITTE LTD Filing Date10/14/2025 Form ADV-E View Report
Accounting Firm Name DELOITTE LTD Filing Date07/31/2024 Form ADV-E View Report
Accounting Firm Name DELOITTE LTD Filing Date01/30/2024 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count42 GAV$8,153,214,186
Fund TypeReal Estate Fund Count9 GAV$1,604,314,868

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker18270D106 Stock NameCLAROS MTG TR INC $ Position$7,650,000 % Position100.00% $ Change-8.00% # Change0.00%