Wafra Inc

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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) Copy

Sector	Form 13F Holdings	Value ($B)
	Claros Mortgage Trust Inc	0.0

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
PE	CC Nova LP	2026-03-25		501.1
PE	Constellation Generation V Fund-A LP	[2026-03-25]	1,728.5	91.7
	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]	0.0	175.0
	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	1,087.2
	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	150.2
	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	101.8
	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]	0.0	137.5
	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	7.1
	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	55.1
	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
View All

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
Daniel Adamson	Executive Officer	23	3
Fergus Healy	Executive Officer	32	2
Fawaz Almubaraki	Executive Officer	28	2
Adel Alderbas	Executive Officer	26	2
Russell Valdez	Executive Officer	21	2
Lauren Rich	Executive Officer	9	2
Connor Stewart	Executive Officer	9	2
Gustavo Cardenas	Executive Officer	9	2
Richard Safranek	Executive Officer	8	2
Michael Shedosky	Executive Officer	8	2
Jordan Siskin	Executive Officer	5	2
Michael Goodman	Executive Officer	5	2
Eric Norfleet	Executive Officer	3	2
Peter Petrillo	Executive Officer	3	2
Ryan Wierck	Executive Officer	3	2
GP LP Wafra V	Executive Officer	2	2

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]

Comparable Firms	State	AUM ($B)
GI Manager LP ✚	AZ	35.7
Affinius Capital Advisors LLC ✚	TX	31.1
Partners Group USA Inc ✚	NY	29.1
DWS Alternatives Global Limited ✚		24.5
PCCP LLC ✚	CA	20.1
Reverence Capital Partners LP ✚	NY	18.1
StepStone Group Real Estate LP ✚	CA	17.2
TPG Real Estate Advisors LLC ✚	TX	17.0
MSREF Real Estate Advisor Inc ✚	NY	15.8
Infrared Capital Partners Limited ✚		14.3

Assets, Funds, Holdings