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 privately owned LLC that has been registered with the SEC since 1976. The firm operates as a multifunctional investment manager, running hedge, private equity and venture-capital style strategies while also providing traditional portfolio management. Its client base spans high-net-worth individuals and families as well as institutional investors. WCM delivers discretionary portfolio management across individual accounts, pooled investment vehicles and investment companies, and charges a mix of asset-based fees and performance-linked compensation. The firm does not position itself as an active ESG investor and is not listed as a multi-state adviser; it is owned through domestic entity and individual ownership structures. WCM was named among CNBC’s Top 100 Financial Advisory Firms in 2020.