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 long-established SEC-registered investment manager (since 1976) organized as a limited liability company. The firm operates across multiple strategies — it is described as a multifaceted fund manager with activities that include hedge fund, private equity and venture capital management alongside traditional portfolio advisory. Its client base spans individuals and families as well as institutional investors, and the firm charges both asset-based fees and performance-linked fees. Advisory services include portfolio management for individuals and small businesses, pooled investment vehicles, investment companies and institutional or business clients. WCM does not identify as an active ESG investor. An accolade on record: CNBC named the firm among Top 100 Financial Advisory Firms in 2020.