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WAFRA INC.

Hybrid

N·NEW YORK, NY

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$29.0B

1-Year AUM Growth

-4.7%

3-Year CAGR

-3.8%

Employees

69

Assets Under Management

Total AUM$29.0B

Discretionary AUM$27.7B

Non-Discretionary AUM$1.3B

Discretionary %95.5%

Total Clients105

Team

Total Employees69

Investment Advisers158

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds34

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record55

First FilingJan 31, 2001

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 55 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WAFRA INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.