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| WCM Investment Management LLC
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| CRD # | 104702 |
| SEC # | 801-11916 |
| CIK # | 0001061186 |
| AUM | 96.77 B (2026-03-12) |
| Employees | 102 (43% Investors, 13% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-380-0200 |
| Address | 281 Brooks Street Laguna Beach, CA 92651-2974 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Fri, 31 Jul 2026 | WCM Investment Management LLC Raises Holdings in Alphabet Inc. $GOOGL — MarketBeat |
| Tue, 21 Jul 2026 | WCM Investment Management LLC Invests $6.58 Million in Kadant Inc $KAI — MarketBeat |
| Tue, 21 Jul 2026 | WCM Investment Management LLC Sells 83,586 Shares of Karman Holdings Inc. $KRMN — MarketBeat |
| Mon, 20 Jul 2026 | WCM Investment Management LLC Takes Position in Cameco Corporation $CCJ — MarketBeat |
| Mon, 20 Jul 2026 | SAP SE $SAP Shares Sold by WCM Investment Management LLC — MarketBeat |
| Sector | Form 13F Holdings | Value ($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 | AUM |
|---|---|---|---|---|
| Other | WCM International Equity Fund LP | [2026-03-12] | 9.0 M | 10.0 M |
| Filed 2025-12-10 (D) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| VC | WCM Partners Altamar LP | [2026-03-12] | 15.0 M | 284.0 M |
| Filed 2025-05-20 (D) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | WCM Partners SPV IV LP | [2026-03-12] | 20.0 M | 20.2 M |
| Filed 2025-05-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | WCM Partners SPV V LP | [2026-03-12] | 73.8 M | 73.9 M |
| Filed 2025-08-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | WCM Select US Equity Fund LP | [2026-03-12] | 10.0 M | 10.6 M |
| Filed 2026-01-26 (D) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | WCM Partners SPV III LP | [2025-03-14] | 20.0 M | 667.0 M |
| Offered $20,015,000 · Filed 2022-06-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | WCM Partners SPV II LP | [2025-03-14] | 20.0 M | 65.9 M |
| Offered $20,015,000 · Filed 2022-06-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | WCM Focused International Opportunities Fund LP | [2024-03-15] | 5,866.7 M | 45.1 M |
| Filed 2025-04-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | WCM Partners SPV-U | 2024-03-15 | 102.2 M | |
| HF | WCM Partners LP/De | [2023-03-17] | 167.2 M | 534.0 M |
| Filed 2025-03-25 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $11,250 · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 10 | 3 | |
| James Owens | Executive Officer | 6 | 3 | |
| Sloane Payne | Executive Officer | 23 | 2 | |
| David Joerger | Executive Officer | 17 | 2 | |
| Paul Black | Executive Officer | 10 | 2 | |
| Michael Trigg | Executive Officer | 9 | 2 | |
| None Wcm Investment Management LLC | Executive Officer, Promoter | 8 | 2 | |
| Kurt Winrich | Executive Officer | 7 | 2 | |
| Wcm Investment Management LLC | Promoter | 6 | 2 | |
| Lee Rydzeski | Executive Officer | 4 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001061186] | |
| SC 13G | [0001061186] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.1B |
| Clients | 28 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300P0SCEHNDSMX52 |
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