|
⚲
|
| WCM Investment Management LLC
✚
|
|
|---|---|
| CRD # | 104702 |
| SEC # | 801-11916 |
| CIK # | 0001061186 |
| AUM | $74.7 B (2025-07-09) |
| Employees | 102 (48% Investors, 12% Brokers) |
| Phone | 949-380-0200 |
| Address | 281 Brooks Street Laguna Beach, CA 92651-2974 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | WCM Partners SPV III LP | [2025-03-14] | 20.0 | 324.6 |
| PE | WCM Partners SPV II LP | [2025-03-14] | 20.0 | 35.0 |
| Other | WCM Focused International Opportunities Fund LP | 2024-03-15 | 31.8 | |
| PE | WCM Partners Spv-U | 2024-03-15 | 49.6 | |
| HF | WCM Partners Lp/De | [2023-03-17] | 167.2 | 238.2 |
| PE | WCM Partners SPV I LP | [2023-03-17] | 20.0 | 26.4 |
| 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 | 364.1 | |
| Other | WCM Focused Global Growth Fund LP | [2017-03-24] | 1,062.6 | 460.4 |
| Other | WCM Focused Emerging Markets Fund LP | [2014-07-24] | 148.1 | 60.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,087 | 1.8 |
| (b) Individuals (high net worth individuals) | 1,393 | 4.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 36 | 28.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 117 | 14.9 |
| (g) Pension and profit sharing plans | 102 | 5.9 |
| (h) Charitable organizations | 268 | 2.4 |
| (i) State or municipal government entities | 47 | 7.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 3 | 3.7 |
| (m) Corporations or other businesses not listed above | 382 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 6,438 | 74.7 |
| By Discretionary | ||
| Discretionary | 6,438 | 74.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,438 | 74.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 74.7 | |
| Total | 6,438 | 74.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Brewer | 10 | |||
| James Owens | 6 | |||
| Sloane Payne | 15 | |||
| Paul Black | 10 | |||
| Michael Trigg | 9 | |||
| David Joerger | 9 | |||
| Kurt Winrich | 7 | |||
| WCM Investment Management LLC | 6 | |||
| Lee Rydzeski | 4 | |||
| L Rydzeski | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001061186] | |
| SC 13G | [0001061186] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fort Washington Investment Advisors Inc
✚
|
OH | 84.9 |
|
Metropolitan West Asset Management LLC
✚
|
CA | 82.5 |
|
TCW Asset Management Company LLC
✚
|
CA | 70.4 |
|
William Blair & Company LLC
✚
|
IL | 58.3 |
|
Apogem Capital LLC
✚
|
NY | 40.6 |
|
Select Equity Group LP
✚
|
NY | 40.6 |
|
Investure LLC
✚
|
VA | 35.0 |
|
First Manhattan Co LLC
✚
|
NY | 34.4 |
|
Rockefeller & Co LLC
✚
|
NY | 32.6 |
|
Oppenheimer & Co Inc
✚
|
NY | 32.4 |