Wafra INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Wafra manages investments for institutions and high net worth individuals, offering services through separately managed accounts, co-investment vehicles, and pooled investment funds. Wafra pursues direct investments and investments in third-party underlying funds. Wafra also provides consulting services on a limited basis, primarily to Public Institution for Social Security of Kuwait and other GCC-based institutional investors.

Assets Under Management$28B
Clients105
AdvisorsN/A
Avg. per Client$260M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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