WAFRA INC.

CRD 108673 · SEC 801-23491

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345 PARK AVENUE, NEW YORK, NY, 10154-0101, United States

Phone

212-759-3700

Fax

212-813-9488

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$29.04B

Discretionary AUM

$27.73B

Team

158 total employees; 69 advisory reps; 6 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees; % OF CLIENT COMMITMENT ADMIN,CONSULTING AND OTHER FEES

Org form

Corporation

Filing date

2026-06-12

Disciplinary history

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING REVIEW OF 3RD PARTY MANAGERS FOR INSTITUTIONAL INVESTORS

Client types

Type	Clients	AUM
Pooled investment vehicles	77	$22.26B
Corporations/business entities	29	$6.35B

All web addresses on file

https://www.linkedin.com/company/wafra-inc
https://www.wafra.com/

Official SEC filing: View on IAPD