|
⚲
|
| Wafra Inc
✚
|
|
|---|---|
| CRD # | 108673 |
| SEC # | 801-23491 |
| CIK # | 0000920440 |
| AUM | $29.0 B (2026-06-12) |
| Employees | 158 (44% Investors, 0% Brokers) |
| Phone | 212-759-3700 |
| Address | 345 Park Avenue New York, NY 10154-0101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Claros Mortgage Trust Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| 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 | 23 | 3 | ||
| Fergus Healy | 32 | 2 | ||
| Fawaz Almubaraki | 28 | 2 | ||
| Adel Alderbas | 26 | 2 | ||
| Russell Valdez | 21 | 2 | ||
| Lauren Rich | 9 | 2 | ||
| Connor Stewart | 9 | 2 | ||
| Gustavo Cardenas | 9 | 2 | ||
| Richard Safranek | 8 | 2 | ||
| Michael Shedosky | 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] |
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