WCM Investment Management

RIASEC RegisteredEst. 1976

Total AUM

$96.8B

Discretionary

$96.8B

100% of AUM

Avg account

$14.4M

Accounts

6,728

Employees

102

Advisory reps

Firm details

Headquarters: Laguna Beach, California
CRD number: 104702
Registered since: August 12, 1976
Website: www.wcminvestfunds.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies35.29%
Pooled Investment Vehicles23.54%
State / Municipal Government9.02%
Corporations / Businesses7.79%
Pension & Profit Sharing Plans7.44%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

WCM Investment Management is a limited liability company that has been SEC-registered since 1976. The firm operates as a multi-strategy manager, combining roles commonly associated with hedge funds, private equity, venture capital and pooled-vehicle management while serving both individual/family and institutional clients. Its advisory work spans separately managed accounts, investment companies, pooled vehicles and institutional portfolios. Compensation typically includes an asset-based fee and performance-linked fees. WCM does not identify as an active ESG investor and is not structured as a multi-state adviser. The firm was named among CNBC’s Top 100 Financial Advisory Firms in 2020, reflecting external recognition of its market presence. WCM also operates as an adviser to a set of private funds it sponsors and maintains activity in public equity markets through long equity positions and ETFs.