The WAHED INVEST is a privately held investment adviser that advises $1.61Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. WAHED INVEST is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 992.52% over the last 5-years.
The Group has been registered with the SEC for 10.99 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 27 EAST 28TH STREET, 8TH FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 9 employees comprised of 1 investment and 8 non-investment staff. The total number of Employees remained the same over the last few years.
Their $1.61Bn in assets advised are owned by 0 private funds, 4 public funds and BDCs and 3 other accounts. Assets of Investment Companies (IC) clients own $1.36Bn or 84.55% of Total Assets and Individuals own $213.54mn or 13.29% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) and Individuals.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
WAHED INVEST names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.