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| WCM Investment Management LLC
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|---|---|
| CRD # | 104702 |
| SEC # | 801-11916 |
| CIK # | 0001061186 |
| AUM | $96.8 B (2026-03-12) |
| Employees | 102 (43% Investors, 13% Brokers) |
| Phone | 949-380-0200 |
| Address | 281 Brooks Street Laguna Beach, CA 92651-2974 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 3.0 | ||
| Sea Ltd | 2.6 | ||
| ASML Holding NV | 1.9 | ||
| Applovin Corp | 1.9 | ||
| Philip Morris International Inc | 1.8 | ||
| Western Digital Corp | 1.7 | ||
| Linde PLC | 1.6 | ||
| Seagate Technology PLC | 1.6 | ||
| Canadian Pacific Railway Ltd/Cn | 1.2 | ||
| Amazon Com Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | WCM International Equity Fund LP | [2026-03-12] | 9.0 | 10.0 |
| VC | WCM Partners Altamar LP | [2026-03-12] | 15.0 | 284.0 |
| VC | WCM Partners SPV IV LP | [2026-03-12] | 20.0 | 20.2 |
| VC | WCM Partners SPV V LP | [2026-03-12] | 73.8 | 73.9 |
| Other | WCM Select US Equity Fund LP | [2026-03-12] | 10.0 | 10.6 |
| PE | WCM Partners SPV III LP | [2025-03-14] | 20.0 | 667.0 |
| PE | WCM Partners SPV II LP | [2025-03-14] | 20.0 | 65.9 |
| Other | WCM Focused International Opportunities Fund LP | [2024-03-15] | 5,866.7 | 45.1 |
| PE | WCM Partners Spv-U | 2024-03-15 | 102.2 | |
| HF | WCM Partners Lp/De | [2023-03-17] | 167.2 | 534.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,991 | 1.8 |
| (b) Individuals (high net worth individuals) | 1,720 | 5.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 35 | 34.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 128 | 22.8 |
| (g) Pension and profit sharing plans | 102 | 7.2 |
| (h) Charitable organizations | 286 | 3.1 |
| (i) State or municipal government entities | 51 | 8.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 3 | 5.4 |
| (m) Corporations or other businesses not listed above | 416 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 6,728 | 96.8 |
| By Discretionary | ||
| Discretionary | 6,728 | 96.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,728 | 96.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 96.8 | |
| Total | 6,728 | 96.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Brewer | 10 | 3 | ||
| James Owens | 6 | 3 | ||
| Sloane Payne | 23 | 2 | ||
| David Joerger | 17 | 2 | ||
| Paul Black | 10 | 2 | ||
| Michael Trigg | 9 | 2 | ||
| None Wcm Investment Management LLC | 8 | 2 | ||
| Kurt Winrich | 7 | 2 | ||
| WCM Investment Management LLC | 6 | 2 | ||
| None Wcm Altamar GP LLC | 4 | 2 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001061186] | |
| SC 13G | [0001061186] |
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|---|---|---|
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Fort Washington Investment Advisors Inc
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|
OH | 93.5 |
|
TCW Asset Management Company LLC
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CA | 81.2 |
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Metropolitan West Asset Management LLC
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PineBridge Investments LLC
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William Blair & Company LLC
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Apogem Capital LLC
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VA | 38.5 |
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First Manhattan Co LLC
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Rockefeller & Co LLC
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NY | 36.8 |
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Oppenheimer & Co Inc
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NY | 36.7 |