The WAFRA GROUP is a privately held investment adviser that advises $29.73Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. WAFRA GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 26.49% over the last 5-years.
The Group has been registered with the SEC for 41.48 years and is comprised of 2 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 345 PARK AVENUE, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 6 US and Non-US bodies.
They have 196 employees comprised of 91 investment and 105 non-investment staff. The total number of Employees increased by 12.64% over the last 5-years.
Their $29.73Bn in assets advised are owned by 79 private funds, 0 public funds and BDCs and 29 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $22.95Bn or 77.18% of Total Assets and Corporations or Other Businesses own $6.35Bn or 21.34% of Total Assets.
The Group's top investment strategies include Traditional LBO, Early Stage and Real Estate, representing 62.64%, 20.92% and 16.44% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Corporations or Other Businesses.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 5 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
WAFRA GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.