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| Wafra Inc
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| CRD # | 108673 |
| SEC # | 801-23491 |
| CIK # | 0000920440 |
| AUM | 29.04 B (2026-06-12) |
| Employees | 158 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-759-3700 |
| Address | 345 Park Avenue New York, NY 10154-0101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Claros Mortgage Trust Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | CC Nova LP | 2026-03-25 | 501.1 M | |
| PE | Constellation Generation V Fund-A LP | [2026-03-25] | 1,728.5 M | 91.7 M |
| Filed 2026-03-04 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $1,780,190 · Revenue Decline to Disclose | ||||
| RE | Real Estate Alternative Investments Fund IV LP | [2026-03-25] | 175.0 M | |
| Filed 2025-12-18 (D) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Constellation Generation V Fund-B LP | [2025-03-27] | 1,728.5 M | 1,087.2 M |
| Filed 2026-03-04 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $1,780,190 · Revenue Decline to Disclose | ||||
| PE | Constellation Generation V Fund-C LP | [2025-03-27] | 1,728.5 M | 150.2 M |
| Filed 2026-03-04 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $1,780,190 · Revenue Decline to Disclose | ||||
| PE | Constellation Generation V Fund-D LP | [2025-03-27] | 1,728.5 M | 101.8 M |
| Filed 2026-03-04 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $1,780,190 · Revenue Decline to Disclose | ||||
| RE | Real Estate Alternative Investments Fund III-B LP | [2025-03-27] | 137.5 M | |
| Filed 2023-08-02 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Constellation Generation IV Fund-C LP | [2024-03-22] | 700.0 M | 7.1 M |
| Filed 2022-09-28 (D) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Constellation Generation IV Fund-D LP | [2024-03-22] | 700.0 M | 55.1 M |
| Filed 2022-09-28 (D) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Covalent Investments LP | 2024-03-22 | 765.1 M | |
| RE | Real Estate Alternative Investments Fund III-A LP | [2024-03-22] | 63.9 M | |
| Filed 2023-08-02 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Real Estate Alternative Investments Fund III LP | [2024-03-22] | 83.0 M | 352.9 M |
| Filed 2024-01-26 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | W-Express Co-Invest Non-US LP | 2024-03-22 | 219.9 M | |
| RE | W-Express Co-Invest US LP | 2024-03-22 | 47.4 M | |
| PE | Thunder Holdings LP | 2023-03-31 | 160.9 M | |
| RE | AM Rocket HoldCo LLC | 2022-03-31 | 5.4 M | |
| PE | Capital Constellation as LP | [2022-03-31] | 44.7 M | 147.7 M |
| Filed 2025-06-18 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Constellation Generation III as LP | 2022-03-31 | 71.4 M | |
| PE | Constellation Generation IV Fund-A LP | [2022-03-31] | 700.0 M | 305.9 M |
| Filed 2022-06-15 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Constellation Generation IV Fund-B LP | [2022-03-31] | 700.0 M | 1,082.3 M |
| Filed 2022-06-15 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | DMN Rocket HoldCo LLC | 2022-03-31 | 1.2 M | |
| RE | KFAS Fund I LP | 2022-03-31 | 33.0 M | |
| RE | Real Estate Plus Fund LP | 2022-03-31 | 601.1 M | |
| PE | Teslin Holdings LP | 2022-03-31 | 170.9 M | |
| PE | Watson Holdings LP | 2022-03-31 | 54.6 M | |
| PE | W-Catalina Topco II LP | 2022-03-31 | 348.1 M | |
| PE | W-Catalina Topco I LLC | 2022-03-31 | 203.9 M | |
| PE | Bay SPV Holdings LP | 2021-03-26 | 43.3 M | |
| PE | Supreme C LLC | 2021-03-26 | 1.1 M | |
| PE | Supreme S LLC | 2021-03-26 | 0.5 M | |
| PE | StarVest Strategic Sub-Fund LP - Class III | 2020-03-27 | ||
| PE | StarVest Strategic Sub-Fund LP - Class IV | 2020-03-27 | 0.9 M | |
| PE | Capital Constellation LP | [2019-03-28] | 1,200.0 M | 1,558.0 M |
| Filed 2025-06-18 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | WRAIF Spiral LP | 2018-03-29 | 27.3 M | |
| PE | WSI VGO Master Fund LP | 2016-03-30 | 53.4 M | |
| PE | StarVest Dislocation Sub-Fund III Ltd | 2015-03-31 | 4.9 M | |
| PE | StarVest Dislocation Sub-Fund II Ltd | 2015-03-31 | 2.4 M | |
| PE | StarVest Dislocation Sub-Fund IV Ltd | 2015-03-31 | 98.1 M | |
| PE | StarVest Dislocation Sub-Fund Ltd | 2015-03-31 | 4.2 M | |
| PE | StarVest Strategic Sub-Fund LP - Class II | 2015-03-31 | 2.7 M | |
| PE | Wafra Global Holdings LP | 2015-03-31 | 1,474.9 M | |
| PE | Wafra Select Capital Master LP | 2015-03-31 | 3.0 M | |
| PE | Wafra Private Equity Fund V LP | [2014-03-31] | 100.0 M | 41.5 M |
| Offered $300,000,000 · Filed 2014-03-27 (D) · Exemption 506(b) · Minimum $1,000,000 · Remaining $200,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | MMV Private Equity Fund LP | 2012-03-30 | 30.0 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 77 | 22.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.4 |
| (m) Corporations or other businesses not listed above | 29 | 6.3 |
| (n) Other | 0 | 0.0 |
| Total | 107 | 29.0 |
| By Discretionary | ||
| Discretionary | 102 | 27.7 |
| Non-Discretionary | 5 | 1.3 |
| Total | 107 | 29.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 22.9 | |
| United States Persons | 6.2 | |
| Total | 107 | 29.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Daniel Adamson | Executive Officer | 25 | 3 | |
| Fergus Healy | Executive Officer | 32 | 2 | |
| Fawaz Al-Mubaraki | Executive Officer | 28 | 2 | |
| Adel Alderbas | Executive Officer | 26 | 2 | |
| Russell Valdez | Executive Officer | 23 | 2 | |
| Connor Stewart | Executive Officer | 11 | 2 | |
| Gustavo Cardenas | Executive Officer | 9 | 2 | |
| Lauren Rich | Executive Officer | 9 | 2 | |
| Richard Safranek | Executive Officer | 8 | 2 | |
| Michael Shedosky | Executive Officer | 8 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000920440] | |
| SC 13G | [0000920440] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Wafra Inc | Digitalbridge Group Inc | [2022-05-27] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.2B |
| Clients | 6 (69 non-US) |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
| LEI | 549300N4MTHEOM08TS73 |
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