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Wcm Investment Management, LLC

● SEC registered since 1976CRD 104702SEC# 801-11916Laguna Beach, CA
Export (members)
Ranks #49 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$74.69B
Fund GAV
$7.19B
Private funds
10
Employees
102
Accounts
6,438
Location
Laguna Beach, CA

Wcm Investment Management, LLC assets under management

Wcm Investment Management, LLC operates as an SEC-registered investment adviser based in Laguna Beach, CA. The firm has been registered since 1976. It reports $74.7 billion in regulatory assets under management and employs 102 people. Wcm Investment Management, LLC manages 10 private funds with combined gross assets of $7.2 billion, including Wcm Focused International Growth Fund LP. By regulatory assets, it ranks 49 of 5,911 private fund managers.

Wcm Investment Management, LLC private funds

10 funds · $7.19B GAV
FundTypeGross assetsMin.
Wcm Focused International Growth Fund LPOther Private$5.6B$10M
Wcm Focused Global Growth Fund LPOther Private$460.4M$5M
Wcm International Small Cap Growth Fund LPOther Private$364.1M$5M
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Wcm Investment Management, LLC owners & executives

19 reported
NameTitleOwnershipSince
David Joseph JoergerChief Compliance OfficerUnder 5%2022
Don Kuanglun Kuo ControlDeputy Chief Operating Officer, SecretaryUnder 5%2021
Kurt Randal Winrich ControlChairman, Director/Elected ManagerUnder 5%2021
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Frequently asked questions

How much does Wcm Investment Management, LLC manage?

Wcm Investment Management, LLC reports $74.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Wcm Investment Management, LLC manage?

Wcm Investment Management, LLC manages 10 private funds with combined gross assets of $7.2 billion.

How many employees does Wcm Investment Management, LLC have?

Wcm Investment Management, LLC reports 102 employees.

Where is Wcm Investment Management, LLC located?

Wcm Investment Management, LLC is based in Laguna Beach, CA and has been SEC-registered since 1976.

Does Wcm Investment Management, LLC disclose fund performance?

Wcm Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address281 Brooks Street, Laguna Beach, CA 92651-2974
Phone949-380-0200
Fax949-380-0819
Office hours7:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1061186
Discloses disciplinary historyNo

Assets under management

Discretionary$74.69B
Non-discretionary$0
Total (RAUM)$74.69B

Service providers