Wafra

Company Profile

Wafra is a fund manager in New York with $29.00 bn assets under management.

Company profile

Website

Incorporated

Location

Fiscal year end

Industry

Former names

Wafra Investment Advisory Group Inc

SEC CIK

0000920440

IRS number

133244612

SEC advisor number

801-23491

FINRA CRD number

108673

AUM ?

$29.00 bn (as of 22 May 23)

Accounts

103 (as of 22 May 23)

Employees

167 (76 investment advisory or research)

Address

Wafra
345 PARK AVENUE 41ST FLOOR
NEW YORK
NY 101540101

Office hours

Monday - Friday, 9:00AM TO 5:30PM

Phone

2127593700

Brochures

Wafra Inc. Form Adv Part 2A Brochure March 2022 (31 Mar 23)

Ownership

Owner	Title	From	%Ownership
Wafra Intervest Corporation LTD. (Wic)	Wholly Owns Registrant	07/1984	> 75%
Campagna, Vincent, Paul	Director	12/1993	< 5%
the Public Institution for Social Security (Pifss)	Wholly Owns Wiic	11/2020	> 75%
Government of Kuwait	Wholly Owns Pifss	01/1990	> 75%
Almubaraki, Fawaz, Mansour	Chairman/director/chief Executive Officer	07/2017	< 5%
Healy, Fergus, NMN	Director/chief Operating Officer/senior Managing Director	08/2017	< 5%
Macfadyen, Jeanine, NMN	Director	05/2023	< 5%
Henry, Michael, NMN	Chief Compliance Officer/senior Managing Director	07/2018	< 5%
Compitello, Yvonne, Marie	Director	01/2020	< 5%
Wafra International Investment Company K.S.C.C. (Wiic)	Wholly Owns Wic	11/2020	> 75%
Alderbas, Adel, Asamo	Director/chief Investment Officer/senior Managing Director	02/2022	< 5%
Setty, Sumana	General Counsel/managing Director	01/2023	< 5%
Massimo, Alexander, J	Chief Financial Officer/managing Director	05/2023	< 5%

Ownership

Fund structure	AUM	Fund type
Wafra Inc.	$29.00 bn
Am Rocket Holdco LLC	$7.22 mm	Real Estate Fund
Bay SPV Holdings L.P.	$43.28 mm	Private Equity Fund
Capital Constellation As LP	$97.67 mm	Private Equity Fund
Capital Constellation L.P.	$1.66 bn	Private Equity Fund
Capital Constellation Feeder LP
Constellation Generation III As LP	$47.86 mm	Private Equity Fund
Constellation Generation IV Fund-a LP	$239.65 mm	Private Equity Fund
Constellation Generation IV Fund-b LP	$847.58 mm	Private Equity Fund
DMN Rocket Holdco LLC	$1.74 mm	Real Estate Fund
Kfas Fund I, L.P.	$33.00 mm	Real Estate Fund
MMV Private Equity Fund, L.P.	$29.99 mm	Private Equity Fund
Real Estate Plus Fund LP	$610.79 mm	Real Estate Fund
Starvest Dislocation Sub-fund II LTD.	$19.36 mm	Private Equity Fund
Starvest Dislocation Fund II LTD.
Starvest Dislocation Sub-fund III LTD.	$35.55 mm	Private Equity Fund
Starvest Dislocation Fund III LTD.
Starvest Dislocation Sub-fund IV LTD.	$190.18 mm	Private Equity Fund
Starvest Dislocation Fund IV LTD.
Starvest Strategic Sub-fund LP - Class II	$2.67 mm	Private Equity Fund
Starvest Strategic Fund LTD. - Class I
Starvest Strategic Sub-fund LP - Class III		Private Equity Fund
Starvest Strategic Fund LTD. - Class II
Starvest Strategic Sub-fund LP - Class IV	$949.50 k	Private Equity Fund
Starvest Strategic Fund LTD. - Class III
Supreme (C) LLC	$87.14 mm	Private Equity Fund
Supreme (S) LLC	$114.91 mm	Private Equity Fund
Teslin Holdings LP	$521.52 mm	Private Equity Fund
Thunder Holdings LP	$255.87 mm	Private Equity Fund
W-catalina Topco I LLC	$253.19 mm	Private Equity Fund
W-catalina Topco II LP	$342.19 mm	Private Equity Fund
Wafra Global Holdings L.P.	$942.97 mm	Private Equity Fund
Wafra Private Equity Fund V L.P.	$41.49 mm	Private Equity Fund
Wafra Select Capital Master LP	$11.21 mm	Private Equity Fund
Wafra Select Capital LTD.
Watson Holdings LP	$481.35 mm	Private Equity Fund
Wraif Spiral LP	$60.91 mm	Private Equity Fund
Wsi Vgo Master Fund LP	$73.16 mm	Private Equity Fund
Wsi Vgo Fund LTD.