Wafra Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 25, 2026, reports $29.0B in regulatory assets under management, 158 employees, 2 offices, and 107 accounts.
Top client segmentPooled Investment Vehicles represent 72.6% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
72.6%
77
2
Corporations
27.4%
29
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$29.0Bas of March 25, 2026
Discretionary95.5%
$27.7B
95% of total RAUM95.5%
Non-discretionary4.5%
$1.3B
5% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$29.0B
Total Accounts107
10Y AUM Change+$16.1B (+124.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees158
Clients per Employee1:1
10Y Employee Change+38 (+31.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.