Wafra Inc.
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 108673
· SEC file 801-23491
· New York, NY
· www.wafra.com
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ADV data as of Jun 12, 2026
- Regulatory AUM
- $29.0B
- Discretionary
- $27.7B
- Clients
- 106
- Avg AUM / client
- $274M
- Accounts
- 107
- Employees
- 158
AUM over time
$4.7B
$31.0B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 77 | $22.3B | 76.6% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $438M | 1.51% |
| Corporations and other businesses | 29 | $6.3B | 21.9% |
Private funds (31)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $8.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Capital Constellation L.P. master | Private Equity Fund | Bermuda | $1.7B | 33 |
| Wafra Global Holdings L.P. | Private Equity Fund | Cayman Islands | $1.0B | 4 |
| Constellation Generation Iv Fund B Lp | Private Equity Fund | Delaware | $902M | 7 |
| Constellation Generation Iv Fund C Lp | Private Equity Fund | Delaware | $665M | 25 |
| Real Estate Plus Fund Lp | Real Estate Fund | Delaware | $562M | 3 |
| Teslin Holdings Lp | Private Equity Fund | Bermuda | $512M | 11 |
| Watson Holdings Lp | Private Equity Fund | Bermuda | $466M | 16 |
| W Catalina Topco Ii Lp | Private Equity Fund | Delaware | $323M | 3 |
| W Catalina Topco I Llc | Private Equity Fund | Delaware | $303M | 1 |
| Real Estate Alternative Investments Fund Iii Lp | Real Estate Fund | Delaware | $302M | 3 |
| Thunder Holdings Lp | Private Equity Fund | Bermuda | $256M | 2 |
| Constellation Generation Iv Fund A Lp | Private Equity Fund | Delaware | $253M | 6 |
| Covalent Investments Lp | Private Equity Fund | Delaware | $210M | 3 |
| W Express Co Invest Non Us Lp | Real Estate Fund | Delaware | $175M | 1 |
| Starvest Dislocation Sub Fund Iv Ltd. master | Private Equity Fund | Bermuda | $173M | 5 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Almubaraki, Fawaz, Mansour | Chairman/Director/Chief Executive Officer | Jul 2017 (9y) | Less than 5% | |
| Healy, Fergus, Nmn | Director/Chief Operating Officer/Senior Managing Director | Aug 2017 (9y) | Less than 5% | |
| Henry, Michael, Nmn | Chief Compliance Officer/Senior Managing Director | Jul 2018 (8y) | Less than 5% | |
| Alderbas, Adel, Asamo | Director/Chief Investment Officer/Senior Managing Director | Feb 2022 (5y) | Less than 5% | |
| Setty, Sumana | General Counsel/Managing Director | Jan 2023 (4y) | Less than 5% | |
| Massimo, Alexander, J | Chief Financial Officer/Managing Director | May 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wafra Intervest Corporation Ltd. (Wic) | Wholly Owns Registrant | Jul 1984 | A | 75% or more |
| The Public Institution For Social Security (Pifss) | Wholly Owns Wiic | Nov 2020 | B | ≈ 42.19% – 100% via Wafra International Investment Company K.S.C.C. (Wiic) |
| Government Of Kuwait | Wholly Owns Pifss | Jan 1990 | B | ≈ 31.64% – 100% via The Public Institution For Social Security (Pifss) |
| Wafra International Investment Company K.S.C.C. (Wiic) | Wholly Owns Wic | Nov 2020 | B | ≈ 56.25% – 100% via Wafra Intervest Corporation Ltd. (Wic) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Public Institution For Social Security (Pifss): 75% – 100% of Wafra International Investment Company K.S.C.C. (Wiic) × 75% – 100% of Wafra Intervest Corporation Ltd. (Wic) × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Government Of Kuwait: 75% – 100% of The Public Institution For Social Security (Pifss) × 75% – 100% of Wafra International Investment Company K.S.C.C. (Wiic) × 75% – 100% of Wafra Intervest Corporation Ltd. (Wic) × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Wafra International Investment Company K.S.C.C. (Wiic): 75% – 100% of Wafra Intervest Corporation Ltd. (Wic) × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (31, $8.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Capital Constellation L.P. | Private Equity Fund | $1.7B | $0 | 33 |
| Wafra Global Holdings L.P. | Private Equity Fund | $1.0B | $5.0M | 4 |
| Constellation Generation Iv Fund B Lp | Private Equity Fund | $902M | $0 | 7 |
| Constellation Generation Iv Fund C Lp | Private Equity Fund | $665M | $50.0M | 25 |
| Real Estate Plus Fund Lp | Real Estate Fund | $562M | $10.0M | 3 |
| Teslin Holdings Lp | Private Equity Fund | $512M | $0 | 11 |
| Watson Holdings Lp | Private Equity Fund | $466M | $0 | 16 |
| W Catalina Topco Ii Lp | Private Equity Fund | $323M | $0 | 3 |
| W Catalina Topco I Llc | Private Equity Fund | $303M | $0 | 1 |
| Real Estate Alternative Investments Fund Iii Lp | Real Estate Fund | $302M | $2.9M | 3 |
| Thunder Holdings Lp | Private Equity Fund | $256M | $0 | 2 |
| Constellation Generation Iv Fund A Lp | Private Equity Fund | $253M | $0 | 6 |
| Covalent Investments Lp | Private Equity Fund | $210M | $0 | 3 |
| W Express Co Invest Non Us Lp | Real Estate Fund | $175M | $149M | 1 |
| Starvest Dislocation Sub Fund Iv Ltd. | Private Equity Fund | $173M | $5.0M | 5 |
| Capital Constellation As Lp | Private Equity Fund | $106M | $0 | 33 |
| Wsi Vgo Master Fund Lp | Private Equity Fund | $64.5M | $5.0M | 18 |
| Real Estate Alternative Investments Fund Iii A Lp | Real Estate Fund | $59.6M | $576K | 3 |
| Constellation Generation Iii As Lp | Private Equity Fund | $51.2M | $0 | 5 |
| Supreme (S) Llc | Private Equity Fund | $47.0M | $0 | 6 |
| Constellation Generation Iv Fund D Lp | Private Equity Fund | $45.4M | $0 | 4 |
| W Express Co Invest Us Lp | Real Estate Fund | $37.7M | $32.1M | 1 |
| Wraif Spiral Lp | Private Equity Fund | $33.2M | $10.0M | 11 |
| Kfas Fund I, L.P. | Real Estate Fund | $33.0M | $0 | 1 |
| Starvest Dislocation Sub Fund Iii Ltd. | Private Equity Fund | $18.7M | $5.0M | 4 |
Top 25 of 31 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 11.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • % OF CLIENT COMMITMENT ADMIN,CONSULTING AND OTHER FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- BNY Mellon $1.7B (11% of AUM) Nov 2018
- Northern Trust $1.6B (6% of AUM) May 2024
- Nbk Banque Privee (Suisse) S.A. $1.6B (10% of AUM) May 2019
- Banque Pictet & Cie Sa $1.5B (12% of AUM) Jan 2018
- J.P. Morgan $657M (2% of AUM) Jul 2023
- State Street $407M (3% of AUM) Jan 2018
- Royal Bank Of Canada $357M (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗