Form D · Other Investment Fund

WCM Select U.S. Equity Fund LP

Laguna Beach, CA · CIK 0002102750

Offering snapshot reported Apr 17, 2026 · SEC filing

Reported sold: $10M
Investors reported: 1
Minimum accepted: $10M
First sale: Nov 19, 2025

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Minimum accepted$0 → $10,000,000

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 17, 2026	Amendment	$10,000,000	$0vs Jan 26, 2026	1	SEC filing
Jan 26, 2026	Initial	$10,000,000	No comparison	1	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06c, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-571069

Offers and sales of the fund will be made by and through IMST Distributors, LLC. However, IMST Distributors, LLC will not receive any sales commission for its services.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
IMST Distributors, LLC	130745

Source: Form D, filed Apr 17, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

WCM SELECT U.S. EQUITY FUND LP

Investment adviser: WCM INVESTMENT MANAGEMENT, LLC

Gross asset value: $10.6M
Beneficial owners: 1
ADV minimum commitment: $5K

Reported in Form ADV on Aug 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian UMB BANK, N.A. KANSAS CITY, Missouri, United States Related to adviser: No

Marketer KELSON CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

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

Filing source

Form ADV 2129717 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-1453655621

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
David Joseph Joerger	Executive
Sloane Payne	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

281 Brooks Street
Laguna Beach, CA, 92651