Wcm Investment Management, LLC
● SEC registered since 1976CRD 104702SEC# 801-11916Laguna Beach, CA
Ranks #166 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$96.77B
Fund GAV
$9.93B
Private funds
15
Employees
102
Accounts
6,728
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 $96.8 billion in regulatory assets under management and employs 102 people. Wcm Investment Management, LLC manages 15 private funds with combined gross assets of $9.9 billion, including Wcm Focused International Growth Fund LP. By regulatory assets, it ranks 166 of 6,004 private fund managers.
Wcm Investment Management, LLC private funds
15 funds · $9.93B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wcm Focused International Growth Fund LP | Other Private | $6.73B | $10M |
| Wcm Focused Global Growth Fund LP | Other Private | $848.9M | $5M |
| Wcm Partners SPV III LP | Private Equity | $667M | — |
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Join to unlock · $37/moWcm Investment Management, LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Joseph Joerger | Chief Compliance Officer | Under 5% | 2022 |
| Don Kuanglun Kuo | Deputy Chief Operating Officer, Secretary | Under 5% | 2021 |
| Kurt Randal Winrich Control | Chairman, Director/Elected Manager | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Wcm Investment Management, LLC manage?
Wcm Investment Management, LLC reports $96.8 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 15 private funds with combined gross assets of $9.9 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
| Address | 281 Brooks Street, Laguna Beach, CA 92651-2974 |
| Phone | 949-380-0200 |
| Fax | 949-380-0819 |
| Office hours | 7:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1061186 |
| Discloses disciplinary history | No |
Regulatory AUM
$96.77B▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
AUM vs fund managersTop 3%
Larger than 97% of 6,004 private-fund managers
Number of fundsTop 17%
More funds than 83% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$96.77Bregulatory AUM
Discretionary $96.77B
Fund type mix
Other Private7
Private Equity4
Venture Capital3
Hedge1
Service providers
Auditor
Custodian
Administrator