|
⚲
|
| WCM Investment Management LLC
✚
|
|
|---|---|
| CRD # | 104702 |
| SEC # | 801-11916 |
| CIK # | 0001061186 |
| AUM | $60.5 BB (2023-03-17) |
| Employees | 79 (52% Investors, 10% Brokers) |
| Phone | 949-380-0200 |
| Address | 281 Brooks Street Laguna Beach, CA 92651-2974 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001061186 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Canadian Pacific Railway Ltd/Cn | 65.2 | 2.3 | |
| Aon Corp | 56.4 | 1.6 | |
| Mettler Toledo International INC/ | 25.6 | 1.4 | |
| ASML Holding NV | 197.4 | 1.4 | |
| Icon PLC /Adr/ | 17.9 | 1.2 | |
| Progressive Waste Solutions Ltd | 31.3 | 1.2 | |
| Steris PLC | 20.5 | 1.0 | |
| Accenture PLC | 179.5 | 0.9 | |
| Arch Capital Group Ltd | 16.8 | 0.9 | |
| EPAM Systems Inc | 17.8 | 0.8 | |
| ResMed Inc | 30.9 | 0.8 | |
| Amphenol Corp /DE/ | 38.6 | 0.6 | |
| Thermo Fisher Scientific Inc | 209.7 | 0.6 | |
| UnitedHealth Group Inc | 477.0 | 0.6 | |
| VISA Inc | 419.3 | 0.6 | |
| Novo Nordisk A S | 245.3 | 0.6 | |
| Stryker Corp | 74.8 | 0.6 | |
| LPL Investment Holdings Inc | 15.3 | 0.5 | |
| Gallagher Arthur J & Co | 34.3 | 0.5 | |
| Ferrari NV | 33.8 | 0.5 | |
| Lam Research Corp | 60.8 | 0.4 | |
| Floor & Decor Holdings Inc | 7.1 | 0.4 | |
| MSCI Inc | 33.6 | 0.4 | |
| Microsoft Corp | 1,918.2 | 0.4 | |
| Booz Allen Hamilton Holding Corp | 11.6 | 0.4 | |
| Amazon Com Inc | 1,093.0 | 0.4 | |
| Old Dominion Freight Line Inc/VA | 28.4 | 0.4 | |
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | WCM Partners Lp/De | [2023-03-17] | 126.0 | 94.0 |
| Other | WCM Partners SPV I LP | [2023-03-17] | 20.0 | 10.0 |
| 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 | 288.8 | |
| Other | WCM Focused Global Growth Fund LP | [2017-03-24] | 923.9 | 234.5 |
| Other | WCM Focused Emerging Markets Fund LP | [2014-07-24] | 242.1 | 175.2 |
| Other | WCM Focused International Growth Fund LP | [2013-07-19] | 4,675.0 | 4,293.3 |
| Other | WCM Investment Management Small-Cap Value Fund LP | [2012-02-28] | 19.9 | 10.7 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,954 | 2.4 |
| (b) Individuals (high net worth individuals) | 1,792 | 5.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 36 | 25.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 187 | 10.8 |
| (g) Pension and profit sharing plans | 115 | 4.2 |
| (h) Charitable organizations | 264 | 2.0 |
| (i) State or municipal government entities | 41 | 4.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 2 | 1.5 |
| (m) Corporations or other businesses not listed above | 683 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,075 | 60.5 |
| By Discretionary | ||
| Discretionary | 9,075 | 60.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9,075 | 60.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 60.5 | |
| Total | 9,075 | 60.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| David Brewer | 10 | ||
| Paul Black | 9 | ||
| Sloane Payne | 8 | ||
| Michael Trigg | 8 | ||
| Kurt Winrich | 7 | ||
| James Owens | 5 | ||
| Lee Rydzeski | 4 | ||
| WCM Investment Management LLC | 2 | ||
| L Rydzeski | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001061186] | |
| SC 13G | [0001061186] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Eaton Vance Management
✚
|
MA | 77.2 |
|
William Blair Investment Management LLC
✚
|
IL | 56.0 |
|
Brandywine Global Investment Management LLC
✚
|
PA | 54.4 |
|
City National Rochdale LLC
✚
|
NY | 54.2 |
|
Harding Loevner LP
✚
|
NJ | 47.7 |
|
BlackRock Singapore Limited
✚
|
47.7 | |
|
Russell Investment Management LLC
✚
|
WA | 47.2 |
|
GW&K Investment Management LLC
✚
|
MA | 46.8 |
|
Aristotle Capital Management LLC
✚
|
CA | 40.5 |
|
UBS Hedge Fund Solutions LLC
✚
|
CT | 39.8 |