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WAFRA INC.
CRD 108673File 801-23491
APPROVED
Custody
Filing as of Jun 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$29.04B
Top 10% of cohort (national)
Discretionary AUM
$27.73B
Non-discretionary $1.32B
Clients
106
107 accounts
Employees
158
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 15, 1985
- Principal office
- 345 PARK AVENUE, NEW YORK, NY, 10154-0101
- Phone
- 212-759-3700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $29.04B
- Discretionary AUM
- $27.73B
- Non-discretionary AUM
- $1.32B
- Discretionary accounts
- 102
- Non-discretionary accounts
- 5
- Total accounts
- 107
- AUM per client
- $274.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 29 | $6.35B |
| Non-U.S. persons | Fewer than 5 | $437.6M |
| Pooled investment vehicles | 77 | $22.26B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — % OF CLIENT COMMITMENT ADMIN,CONSULTING AND OTHER FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.