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WCM INVESTMENT MANAGEMENT, LLC, CRD 104702
LAGUNA BEACH, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PAUL RUSSELL BLACK | n/a | LAGUNA BEACH, CA | 15 | 37 | n/a | no |
| JONATHON MICHAEL DETTER | Chartered Financial Analyst | LAGUNA BEACH, CA | Cincinnati, OH | 9 | 10 | n/a | no |
| CHAD EDWARD HOFFMAN | n/a | Clayton, MO | 6 | 27 | 2 | no |
| JOHN MATTHEW MACARTHUR | n/a | LAGUNA BEACH, CA | 3 | 34 | 1 | yes |
| ANDREW NEIL BUCHANAN | n/a | LAGUNA BEACH, CA | 2 | 25 | 3 | yes |
| TRACE WILSON THURLBY | n/a | LAGUNA BEACH, CA | Overland Park, KS | 2 | 25 | 1 | yes |
| ANTHONY BERNARD GLICKHOUSE | Chartered Financial Analyst | LAGUNA BEACH, CA | Cincinnati, OH | 2 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WCM FOCUSED INTERNATIONAL GROWTH FUND LP | Other Private Fund | $4.9B | Mar 15, 2024 | 143 | Jul 19, 2013 | reported | 021-198612 |
| WCM FOCUSED GLOBAL GROWTH FUND LP | Other Private Fund | $290M | Mar 15, 2024 | 11 | Mar 24, 2017 | reported | 021-260569 |
| WCM FOCUSED GLOBAL GROWTH LONG-SHORT OFFSHORE FUND, LP | Hedge Fund | $230M | Mar 17, 2023 | 9 | Mar 26, 2019 | reported | 021-332990 |
| WCM FOCUSED EMERGING MARKETS FUND LP | Other Private Fund | $186M | Mar 15, 2024 | 11 | Jul 24, 2014 | reported | 021-221089 |
| WCM INTERNATIONAL SMALL CAP GROWTH FUND LP | Other Private Fund | $179M | Mar 15, 2024 | 20 | Mar 20, 2018 | reported | n/a |
| WCM PARTNERS LP/DE | Hedge Fund | $159M | Mar 15, 2024 | 19 | Mar 17, 2023 | reported | 021-429826 |
| WCM PARTNERS SPV I LP | Private Equity Fund | $23.1M | Mar 15, 2024 | 2 | Mar 17, 2023 | reported | 021-446860 |
| WCM INVESTMENT MANAGEMENT SMALL-CAP VALUE FUND LP | Other Private Fund | $10.7M | Jun 2, 2016 | 2 | Feb 28, 2012 | dropped | 021-104390 |
| WCM PARTNERS SPV-U | Private Equity Fund | $2.6M | Mar 15, 2024 | 1 | Mar 15, 2024 | reported | n/a |
| WCM FOCUSED INTERNATIONAL OPPORTUNITIES FUND LP | Other Private Fund | $0 | Mar 15, 2024 | 1 | Mar 15, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLACK, PAUL, RUSSELL | PRESIDENT/CEO | Na | yes | 12/2002 | Feb 28, 2012 | Mar 15, 2024 |
| BLACK, PAUL, RUSSELL | MEMBER, ELECTED MANAGER | C | yes | 06/2018 | Feb 28, 2012 | Mar 15, 2024 |
| Bpce | Shareholder | D | yes | 07/2009 | Apr 16, 2019 | Mar 15, 2024 |
| Kroehl, Victoria | CHIEF FINANCIAL OFFICER | Na | yes | 12/2023 | Mar 15, 2024 | Mar 15, 2024 |
| KUO, DON, KUANGLUN | DEPUTY CHIEF OPERATING OFFICER, SECRETARY | Na | yes | 01/2021 | Mar 22, 2021 | Mar 15, 2024 |
| Natixis | Shareholder | E | yes | 09/2011 | Apr 16, 2019 | Mar 15, 2024 |
| NATIXIS INVESTMENT MANAGERS | Shareholder | E | yes | 08/2004 | Apr 16, 2019 | Mar 15, 2024 |
| NATIXIS INVESTMENT MANAGERS PARTICIPATIONS 1 | Member | E | yes | 06/2005 | Apr 16, 2019 | Mar 15, 2024 |
| PAYNE, SLOANE, WALLER | CHIEF OPERATIONS OFFICER, SENIOR VP | Na | yes | 10/2004 | Feb 28, 2012 | Mar 15, 2024 |
| PAYNE, SLOANE, WALLER | ELECTED MANAGER | F | yes | 06/2018 | Feb 28, 2012 | Mar 15, 2024 |
| THALIA STREET PARTNERS LLC | Member | E | yes | 06/2018 | Jul 10, 2018 | Mar 15, 2024 |
| TRIGG, MIKE, BRADY | PRESIDENT, PORTFOLIO MANAGER | Na | yes | 01/2022 | Feb 19, 2014 | Mar 15, 2024 |
| TRIGG, MIKE, BRADY | ELECTED MANAGER | F | yes | 06/2018 | Feb 19, 2014 | Mar 15, 2024 |
| WINRICH, KURT, RANDAL | MEMBER, ELECTED MANAGER | C | yes | 06/2018 | Feb 28, 2012 | Mar 15, 2024 |
| WINRICH, KURT, RANDAL | Chairman | Na | yes | 12/2021 | Feb 28, 2012 | Mar 15, 2024 |
| JOERGER, DAVID, JOSEPH | CHIEF COMPLIANCE OFFICER | Na | no | 07/2022 | Jul 7, 2021 | Mar 15, 2024 |
| NATIXIS INVESTMENT MANAGERS, LLC | MEMBER OF REGISTRANT | B | no | 01/2024 | Apr 16, 2019 | Mar 15, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MARTIN CAPITAL PARTNERS, LLC | n/a | Independent wealth | $290M | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Cincinnati | Oh | United States | 7 | no |
| Denver | Co | United States | 5 | no |
| Clayton | Mo | United States | 5 | no |
| Eugene | Or | United States | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 12, 2026 | $97B | $97B | 102 | 44 | 2 | 15 | n/a |
| 2024 | Mar 31, 2025 | $75B | $75B | 102 | 49 | 4 | 10 | n/a |
| 2023 | Mar 15, 2024 | $67B | $67B | 93 | 43 | 4 | 8 | $5.8B |
| 2022 | Mar 17, 2023 | $61B | $61B | 79 | 41 | 3 | 7 | $5.3B |
| 2021 | May 3, 2022 | $93B | $93B | 75 | 38 | 3 | 5 | $8.3B |
| 2020 | Mar 22, 2021 | $72B | $72B | 72 | 31 | 3 | 5 | $7.4B |
| 2019 | Mar 20, 2020 | $43B | $43B | 62 | 30 | 3 | 5 | $4.5B |
| 2018 | Mar 26, 2019 | $27B | $27B | 52 | 25 | 1 | 5 | $2.4B |
| 2017 | Mar 20, 2018 | $23B | $23B | 40 | 17 | 1 | 4 | $1.9B |
| 2016 | Mar 24, 2017 | $14B | $14B | 38 | 23 | n/a | 3 | $666M |
| 2015 | Mar 18, 2016 | $12B | $12B | 32 | 18 | n/a | 3 | $253M |
| 2014 | Feb 19, 2015 | $6.1B | $6.1B | 29 | 17 | n/a | 3 | $121M |
| 2013 | Feb 19, 2014 | $4.0B | $3.8B | 29 | 16 | n/a | 2 | $76.5M |
| 2012 | Feb 12, 2013 | $2.1B | $2.0B | 25 | 15 | n/a | 1 | $10.8M |
| 2011 | Feb 28, 2012 | $1.4B | $1.4B | n/a | n/a | n/a | 1 | $10.8M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 4 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $97B | $75B | 29.6% | $61B | 16.9% | 102 | 102 | 2 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MARTIN CAPITAL PARTNERS, LLC | 2 | Jul 8, 2025 | Jan 2, 2026 | LAGUNA BEACH, CA | Team lift out | Other | 18.2% |