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Wafra Inc.

● SEC registered since 1985CRD 108673SEC# 801-23491New York, NY
Export (members)
Ranks #431 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$29.04B
Fund GAV
$9.76B
Private funds
34
Employees
158
Accounts
107
Location
New York, NY

Wafra Inc. assets under management

Wafra Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1985. It reports $29 billion in regulatory assets under management and employs 158 people. Wafra Inc. manages 34 private funds with combined gross assets of $9.8 billion, including Capital Constellation L.P. By regulatory assets, it ranks 431 of 6,004 private fund managers.

Wafra Inc. private funds

34 funds · $9.76B GAV
FundTypeGross assetsMin.
Capital Constellation L.P.Private Equity$1.56B
Wafra Global Holdings L.P.Private Equity$1.47B$5M
Constellation Generation V Fund-B, L.P.Private Equity$1.09B
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Wafra Inc. owners & executives

10 reported
NameTitleOwnershipSince
Adel Asamo Alderbas ControlDirector/Chief Investment Officer/Senior Managing DirectorUnder 5%2022
Alexander Joseph Massimo ControlDirector/Chief Financial Officer/Managing DirectorUnder 5%2026
Fergus Nmn Healy ControlDirector/Acting Chief Executive Officer/Chief Operating Officer/Senior Managing DirectorUnder 5%2026
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Frequently asked questions

How much does Wafra Inc. manage?

Wafra Inc. reports $29 billion in regulatory assets under management on its Form ADV.

How many private funds does Wafra Inc. manage?

Wafra Inc. manages 34 private funds with combined gross assets of $9.8 billion.

How many employees does Wafra Inc. have?

Wafra Inc. reports 158 employees.

Where is Wafra Inc. located?

Wafra Inc. is based in New York, NY and has been SEC-registered since 1985.

Does Wafra Inc. disclose fund performance?

Wafra Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address345 Park Avenue, New York, NY 10154-0101
Phone212-759-3700
Fax212-813-9488
Office hours9:00a.m. To 5:30p.m.
SEC regionNew York Regional Office (NYRO)
CIK920440
Discloses disciplinary historyNo

Regulatory AUM

$29.04B▲ 5%
Mar '25 — $27.59BApr '25 — $27.59BMay '25 — $27.59BJun '25 — $27.59BJul '25 — $27.59BAug '25 — $27.59BSep '25 — $27.59BOct '25 — $27.59BNov '25 — $27.59BDec '25 — $27.59BJan '26 — $27.59BFeb '26 — $27.59BMar '26 — $29.04BApr '26 — $29.04BMay '26 — $29.04BJun '26 — $29.04B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 7%
Larger than 93% of 6,004 private-fund managers
Number of fundsTop 6%
More funds than 94% of fund managers
EmployeesTop 5%
More than 95% of 16,825 advisers

Assets under management

$29.04Bregulatory AUM
Discretionary $27.73BNon-discretionary $1.32B

Fund type mix

Private Equity25
Real Estate9