Investment adviser · CRD 104702
WCM INVESTMENT MANAGEMENT
Investment adviser filing (IA)
WCM INVESTMENT MANAGEMENT, LLC
LAGUNA BEACH, CA, United States · Form ADV filed Aug 31, 2026
- Regulatory AUM
- $96.8B Form ADV · Item 5.F
- Client accounts
- 6,728 Accounts, not individual clients
- Employees
- 102 Reported in this filing
- Advisory professionals
- 44 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 35 | $34,150,535,099 | 35.3% |
| Pooled investment vehicles | 128 | $22,783,615,736 | 23.5% |
| Government entities | 51 | $8,728,904,631 | 9.0% |
| Corporations & businesses | 416 | $7,538,348,586 | 7.8% |
| Retirement plans | 102 | $7,204,063,040 | 7.4% |
| High-net-worth individuals | 1,720 | $5,593,430,329 | 5.8% |
| Sovereign wealth & foreign institutions | 3 | $5,417,927,429 | 5.6% |
| Charities | 286 | $3,050,575,133 | 3.2% |
| Individuals | 3,991 | $1,842,491,710 | 1.9% |
| Insurance companies | 3 | $462,707,659 | 0.5% |
Filing source
Form ADV 2129717 · Aug 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
17 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WCM FOCUSED INTERNATIONAL GROWTH FUND LPOther Private Fund · Last reported Aug 31, 2026$6.73BGross asset value
Form D fundraising filings
WCM Focused International Growth Fund LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
DELOITTE & TOUCHE LLP
PCAOB 34
UMB BANK, N.A.
LEI VNOO6EITDJ2YUEBMSZ83
KELSON CAPITAL LLC
CRD 149477 · SEC 8-68147
Fund details & source
- Fund ID
- 805-5773274214
- Reported beneficial owners
- 143
- Minimum commitment
- $10M
- Form D file number
- 021-198612
Form ADV 2129717 · Aug 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WCM FOCUSED GLOBAL GROWTH FUND LPOther Private Fund · Last reported Aug 31, 2026$849MGross asset value
Form D fundraising filings
WCM Focused Global Growth Fund L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
DELOITTE & TOUCHE LLP
PCAOB 34
UMB BANK, N.A.
LEI VNOO6EITDJ2YUEBMSZ83
KELSON CAPITAL LLC
CRD 149477 · SEC 8-68147
Fund details & source
- Fund ID
- 805-4097172073
- Reported beneficial owners
- 26
- Minimum commitment
- $5M
- Form D file number
- 021-260569
Form ADV 2129717 · Aug 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WCM PARTNERS SPV III LPPrivate Equity Fund · Last reported Aug 31, 2026$667MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
UMB BANK, N.A.
LEI VNOO6EITDJ2YUEBMSZ83
Fund details & source
- Fund ID
- 805-6259006650
- Reported beneficial owners
- 50
- Minimum commitment
- $0
- Form D file number
- 021-446860
Form ADV 2129717 · Aug 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WCM PARTNERS LP/DEHedge Fund · Last reported Aug 31, 2026$534MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
UMB BANK, N.A.
LEI VNOO6EITDJ2YUEBMSZ83
Fund details & source
- Fund ID
- 805-2371407875
- Reported beneficial owners
- 33
- Minimum commitment
- $10K
- Form D file number
- 021-429826
Form ADV 2129717 · Aug 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WCM INTERNATIONAL SMALL CAP GROWTH FUND LPOther Private Fund · Last reported Aug 31, 2026$423MGross asset value
Form D fundraising filings
WCM INTERNATIONAL SMALL CAP GROWTH FUND L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
DELOITTE & TOUCHE LLP
PCAOB 34
UMB BANK, N.A.
LEI VNOO6EITDJ2YUEBMSZ83
KELSON CAPITAL LLC
CRD 149477 · SEC 8-68147
Fund details & source
- Fund ID
- 805-9692042369
- Reported beneficial owners
- 23
- Minimum commitment
- $5K
- Form D file number
- 021-325761
Form ADV 2129717 · Aug 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WCM PARTNERS ALTAMAR, LPVenture Capital Fund · Last reported Aug 31, 2026$284MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
UMB BANK, N.A.
LEI VNOO6EITDJ2YUEBMSZ83
Fund details & source
- Fund ID
- 805-1412124727
- Reported beneficial owners
- 21
- Minimum commitment
- $0
- Form D file number
- 021-546699
Form ADV 2129717 · Aug 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WCM PARTNERS SPV-UPrivate Equity Fund · Last reported Aug 31, 2026$102MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
UMB BANK, N.A.
LEI VNOO6EITDJ2YUEBMSZ83
Fund details & source
- Fund ID
- 805-5320919538
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2129717 · Aug 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 31, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
281 BROOKS STREETLAGUNA BEACH, CA, 92651-2974, United States
CRD 104702
Filing source
Form ADV 2129717 · Aug 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.