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| WCM Investment Management LLC
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| |
|---|---|
| CRD # | 104702 |
| SEC # | 801-11916 |
| CIK # | 0001061186 |
| AUM | $66.6 BB (2024-03-15) |
| Employees | 93 (46% Investors, 14% Brokers) |
| Phone | 949-380-0200 |
| Address | 281 Brooks Street Laguna Beach, CA 92651-2974 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| CP | 65.2 | 2.4 | |
| ICLR | 17.9 | 2.1 | |
| ASML | 197.4 | 1.7 | |
| WCN | 31.3 | 1.6 | |
| LIN | 147.5 | 1.5 | |
| TSM | 437.4 | 1.5 | |
| ACGL | 16.8 | 1.4 | |
| NU | 17.7 | 1.3 | |
| TEAM | 48.8 | 1.3 | |
| MELI | 33.5 | 1.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | WCM Focused International Opportunities Fund LP | 2024-03-15 | 0.0 | |
| PE | WCM Partners Spv-U | 2024-03-15 | 2.6 | |
| HF | WCM Partners Lp/De | [2023-03-17] | 167.2 | 159.4 |
| PE | WCM Partners SPV I LP | [2023-03-17] | 20.0 | 23.1 |
| HF | WCM Focused Global Growth Long-Short Offshore Fund LP | [2019-03-26] | 140.0 | 229.7 |
| Other | WCM International Small Cap Growth Fund LP | 2018-03-20 | 179.0 | |
| Other | WCM Focused Global Growth Fund LP | [2017-03-24] | 945.5 | 290.2 |
| Other | WCM Focused Emerging Markets Fund LP | [2014-07-24] | 148.1 | 186.0 |
| Other | WCM Focused International Growth Fund LP | [2013-07-19] | 5,208.2 | 4,928.1 |
| Other | WCM Investment Management Small-Cap Value Fund LP | [2012-02-28] | 19.9 | 10.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,757 | 1.6 |
| (b) Individuals (high net worth individuals) | 1,255 | 4.1 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 36 | 27.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 119 | 12.1 |
| (g) Pension and profit sharing plans | 104 | 5.6 |
| (h) Charitable organizations | 259 | 2.1 |
| (i) State or municipal government entities | 45 | 5.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 3 | 2.9 |
| (m) Corporations or other businesses not listed above | 374 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 5,954 | 66.6 |
| By Discretionary | ||
| Discretionary | 5,954 | 66.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,954 | 66.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 66.6 | |
| Total | 5,954 | 66.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| David Brewer | 10 | |||
| James Owens | 6 | |||
| Sloane Payne | 12 | |||
| Paul Black | 10 | |||
| Michael Trigg | 9 | |||
| David Joerger | 7 | |||
| Kurt Winrich | 7 | |||
| WCM Investment Management LLC | 5 | |||
| Lee Rydzeski | 4 | |||
| L Rydzeski | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001061186] | |
| SC 13G | [0001061186] |
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|---|---|---|
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Metropolitan West Asset Management LLC
✚
|
CA | 102.8 |
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General Atlantic Service Company LP
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NY | 85.1 |
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OH | 79.5 |
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MIO Partners Inc
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NY | 46.6 |
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Apogem Capital LLC
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Investure LLC
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VA | 32.2 |
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First Manhattan Co LLC
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NY | 31.8 |