WAFRA INC.
CRD #108673 SEC #801-23491 NEW YORK, NY 212-759-3700
SEC Registered Private Funds
Total AUM
$27.6B
Discretionary
$26.2B
Employees
154
Clients
--
Accounts
106
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $27.6B | $26.2B | $1.3B | 154 | 8 |
| May 2024 | $29B | $27.6B | $1.3B | 172 | 7 |
| Mar 2024 | $29B | $27.6B | $1.3B | 172 | 7 |
| Jul 2023 | $29B | $28.2B | $800.3M | 167 | 10 |
| May 2023 | $29B | $28.2B | $800.3M | 167 | 10 |
| Mar 2023 | $29B | $28.2B | $800.3M | 167 | 10 |
| Mar 2022 | $31B | $30.2B | $768.1M | 146 | 10 |
| Jul 2021 | $22.9B | $22.1B | $770.8M | 151 | 12 |
| Mar 2021 | $22.9B | $22.1B | $770.8M | 151 | 12 |
| Mar 2020 | $17.5B | $16B | $1.5B | 132 | 13 |
| May 2019 | $16B | $14.6B | $1.4B | 130 | 14 |
| Mar 2019 | $16B | $14.6B | $1.4B | 130 | 14 |
| Nov 2018 | $15.3B | $13.4B | $1.9B | 126 | 12 |
| Jul 2018 | $15.3B | $13.4B | $1.9B | 126 | 12 |
| Mar 2018 | $15.3B | $13.4B | $1.9B | 126 | 12 |
| Jan 2018 | $12.9B | $10.5B | $2.5B | 120 | 10 |
| Aug 2017 | $12.9B | $10.5B | $2.5B | 120 | 26 |
| Aug 2017 | $12.9B | $10.5B | $2.5B | 120 | 26 |
| Jul 2017 | $12.9B | $10.5B | $2.5B | 120 | 26 |
| Jun 2017 | $12.9B | $10.5B | $2.5B | 120 | 26 |
| Mar 2017 | $12.9B | $10.5B | $2.5B | 120 | 26 |
| Mar 2016 | $10B | $7.7B | $2.3B | 98 | 26 |
| Nov 2015 | $8.9B | $6.3B | $2.6B | 76 | 26 |
| Apr 2015 | $8.9B | $6.3B | $2.6B | 76 | 26 |
| Jan 2015 | $7.6B | $5.1B | $2.4B | 72 | 26 |
| Jan 2015 | $7.6B | $5.1B | $2.4B | 72 | 26 |
| Jun 2014 | $7.6B | $5.1B | $2.4B | 72 | 26 |
| Apr 2014 | $6.8B | $4.2B | $2.5B | 64 | 26 |
| Sep 2013 | $6.2B | $4B | $2.2B | 62 | 26 |
| Mar 2013 | $5.9B | $4.1B | $1.9B | 62 | 26 |
| Sep 2012 | $6.1B | $3.7B | $2.4B | 51 | 26 |
| Sep 2012 | $6.1B | $3.7B | $2.4B | 51 | 26 |
| Apr 2012 | $4.7B | $3B | $1.7B | 51 | 26 |
| Mar 2012 | $4.7B | $3B | $1.7B | 51 | 26 |
| Mar 2011 | $7.2B | $4.4B | $2.7B | 51 | -- |
| Apr 2009 | $5.6B | $2.5B | $3.1B | 51 | -- |
| Mar 2009 | $5.6B | $2.5B | $3.1B | 51 | -- |
| Oct 2007 | $4.3B | $3.3B | $979.5M | 51 | -- |
| Apr 2007 | $4.3B | $3.3B | $979.5M | 51 | -- |
| Mar 2007 | $4.3B | $3.3B | $979.5M | 51 | -- |
| Mar 2004 | $3.1B | $2.3B | $843.8M | 51 | -- |
| Apr 2002 | $2.9B | $2.3B | $633.5M | -- | -- |
DateMar 2025
Total AUM$27.6B
Discretionary$26.2B
Non-Disc.$1.3B
Employees154
Clients8
DateMay 2024
Total AUM$29B
Discretionary$27.6B
Non-Disc.$1.3B
Employees172
Clients7
DateMar 2024
Total AUM$29B
Discretionary$27.6B
Non-Disc.$1.3B
Employees172
Clients7
DateJul 2023
Total AUM$29B
Discretionary$28.2B
Non-Disc.$800.3M
Employees167
Clients10
DateMay 2023
Total AUM$29B
Discretionary$28.2B
Non-Disc.$800.3M
Employees167
Clients10
DateMar 2023
Total AUM$29B
Discretionary$28.2B
Non-Disc.$800.3M
Employees167
Clients10
DateMar 2022
Total AUM$31B
Discretionary$30.2B
Non-Disc.$768.1M
Employees146
Clients10
DateJul 2021
Total AUM$22.9B
Discretionary$22.1B
Non-Disc.$770.8M
Employees151
Clients12
DateMar 2021
Total AUM$22.9B
Discretionary$22.1B
Non-Disc.$770.8M
Employees151
Clients12
DateMar 2020
Total AUM$17.5B
Discretionary$16B
Non-Disc.$1.5B
Employees132
Clients13
DateMay 2019
Total AUM$16B
Discretionary$14.6B
Non-Disc.$1.4B
Employees130
Clients14
DateMar 2019
Total AUM$16B
Discretionary$14.6B
Non-Disc.$1.4B
Employees130
Clients14
DateNov 2018
Total AUM$15.3B
Discretionary$13.4B
Non-Disc.$1.9B
Employees126
Clients12
DateJul 2018
Total AUM$15.3B
Discretionary$13.4B
Non-Disc.$1.9B
Employees126
Clients12
DateMar 2018
Total AUM$15.3B
Discretionary$13.4B
Non-Disc.$1.9B
Employees126
Clients12
DateJan 2018
Total AUM$12.9B
Discretionary$10.5B
Non-Disc.$2.5B
Employees120
Clients10
DateAug 2017
Total AUM$12.9B
Discretionary$10.5B
Non-Disc.$2.5B
Employees120
Clients26
DateAug 2017
Total AUM$12.9B
Discretionary$10.5B
Non-Disc.$2.5B
Employees120
Clients26
DateJul 2017
Total AUM$12.9B
Discretionary$10.5B
Non-Disc.$2.5B
Employees120
Clients26
DateJun 2017
Total AUM$12.9B
Discretionary$10.5B
Non-Disc.$2.5B
Employees120
Clients26
DateMar 2017
Total AUM$12.9B
Discretionary$10.5B
Non-Disc.$2.5B
Employees120
Clients26
DateMar 2016
Total AUM$10B
Discretionary$7.7B
Non-Disc.$2.3B
Employees98
Clients26
DateNov 2015
Total AUM$8.9B
Discretionary$6.3B
Non-Disc.$2.6B
Employees76
Clients26
DateApr 2015
Total AUM$8.9B
Discretionary$6.3B
Non-Disc.$2.6B
Employees76
Clients26
DateJan 2015
Total AUM$7.6B
Discretionary$5.1B
Non-Disc.$2.4B
Employees72
Clients26
DateJan 2015
Total AUM$7.6B
Discretionary$5.1B
Non-Disc.$2.4B
Employees72
Clients26
DateJun 2014
Total AUM$7.6B
Discretionary$5.1B
Non-Disc.$2.4B
Employees72
Clients26
DateApr 2014
Total AUM$6.8B
Discretionary$4.2B
Non-Disc.$2.5B
Employees64
Clients26
DateSep 2013
Total AUM$6.2B
Discretionary$4B
Non-Disc.$2.2B
Employees62
Clients26
DateMar 2013
Total AUM$5.9B
Discretionary$4.1B
Non-Disc.$1.9B
Employees62
Clients26
DateSep 2012
Total AUM$6.1B
Discretionary$3.7B
Non-Disc.$2.4B
Employees51
Clients26
DateSep 2012
Total AUM$6.1B
Discretionary$3.7B
Non-Disc.$2.4B
Employees51
Clients26
DateApr 2012
Total AUM$4.7B
Discretionary$3B
Non-Disc.$1.7B
Employees51
Clients26
DateMar 2012
Total AUM$4.7B
Discretionary$3B
Non-Disc.$1.7B
Employees51
Clients26
DateMar 2011
Total AUM$7.2B
Discretionary$4.4B
Non-Disc.$2.7B
Employees51
Clients--
DateApr 2009
Total AUM$5.6B
Discretionary$2.5B
Non-Disc.$3.1B
Employees51
Clients--
DateMar 2009
Total AUM$5.6B
Discretionary$2.5B
Non-Disc.$3.1B
Employees51
Clients--
DateOct 2007
Total AUM$4.3B
Discretionary$3.3B
Non-Disc.$979.5M
Employees51
Clients--
DateApr 2007
Total AUM$4.3B
Discretionary$3.3B
Non-Disc.$979.5M
Employees51
Clients--
DateMar 2007
Total AUM$4.3B
Discretionary$3.3B
Non-Disc.$979.5M
Employees51
Clients--
DateMar 2004
Total AUM$3.1B
Discretionary$2.3B
Non-Disc.$843.8M
Employees51
Clients--
DateApr 2002
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$633.5M
Employees--
Clients--