Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / WCM Investment Management

WCM Investment Management

Private equity with venture activity · probableLaguna Beach, CASEC registered investment adviser

registered adviser; venture funds are 20% of 15 private funds

Importance
49
elevated
Active deployment
29
moderate
Emerging
0
low
Completeness
44
elevated
Freshness
99
high
Research priority
21
moderate
Identity and regulatory footprint
Headquarters
Laguna Beach, CAadviserinfo.sec.gov
Office address
281 BROOKS STREET, Laguna Beach, CA, 92651-2974adviserinfo.sec.gov
Business phone
949-380-0200adviserinfo.sec.gov
Website
unknown
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Aug 31, 2026
Private funds reported
15 (3 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$9.9Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$97Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
102
Owners on Schedule A
Natixis Investment Managers, (Member Of Registrant), B; Thalia Street Partners LLC (Member), E
business phone
949-380-0200adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation
series d plus 100%
Stage at first entry
series d plus 100%
Sectors
unknown 100%
lead rate 100%follow-on rate 0%new logos, 12 months 1
Funds and vehicles
21 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
WCM Partners X, LLC - Series X1Fund2026 form d first saleFundraisingunknownunknown$49.9MFeb 26, 2026
WCM Partners Altamar, LPFund2025 form d first saleFundraising$284M
Sep 12, 2026
21$15.0MMay 20, 2025
WCM Partners SPV V LPSPV or co-invest vehicle2025 form d first saleFundraising$73.9M
Sep 12, 2026
1$73.8MAug 28, 2025
WCM Partners SPV IV LPSPV or co-invest vehicle2025 form d first saleFundraising$20.2M
Sep 12, 2026
36$20.0MMay 15, 2025
WCM Select U.S. Equity Fund LPGrowth fund2025 form d first saleFundraising$10.6M
Sep 12, 2026
1$10.0MApr 17, 2026
WCM International Equity Fund LPFund2025 form d first saleFundraising$10.0M
Sep 12, 2026
1$9.0MApr 16, 2026
WCM Partners DB25 LPFund2025 form d first saleFundraisingunknownunknown$23.0MDec 23, 2025
WCM Partners Spv III LPSPV or co-invest vehicle2024 form d first saleNewly closed$667M
Sep 12, 2026
50$325MDec 27, 2024
WCM Partners Spv II LPSPV or co-invest vehicle2024 form d first saleEarly deployment$65.9M
Sep 12, 2026
36$35.0MAug 13, 2024
WCM Focused International Opportunities Fund LPOpportunity fund2024 form d first saleFundraising$45.1M
Sep 12, 2026
6$27.5MApr 16, 2026
WCM Partners Spv-USPV or co-invest vehicle2023 form d first saleFundraising$102M
Sep 12, 2026
1$47.7MMay 9, 2025
WCM Partners Lp/deFund2022 form d first saleFundraising$534M
Sep 12, 2026
33$167MMar 25, 2025
WCM Partners Spv I LPSPV or co-invest vehicle2022 form d first saleActive deployment$49.6M
Sep 12, 2026
34$0May 24, 2022
WCM International Small Cap Growth Fund LPGrowth fund2018 form d first saleFundraising$423M
Sep 12, 2026
23$673MApr 16, 2026
WCM Focused Global Growth Fund LPGrowth fund2016 form d first saleFundraising$849M
Sep 12, 2026
26$1.2BApr 16, 2026
WCM Focused Emerging Markets Fund LPFund2014 form d first saleFundraising$69.5M
Sep 12, 2026
9$148MApr 16, 2026
WCM Focused International Growth Fund LPGrowth fund2013 form d first saleFundraising$6.7B
Sep 12, 2026
143$6.4BApr 16, 2026
WCM Partners X, LLC - Series X2FundunknownFundraisingunknownunknown$0Mar 24, 2026
WCM Partners Endurance, LPFundunknownFundraisingunknownunknown$0Apr 7, 2026
WCM Partners Bluebird Parallel, LPFeeder or parallelunknownFundraisingunknownunknown$0Mar 26, 2026
WCM Partners Bluebird, LPFundunknownFundraisingunknownunknown$0Jan 6, 2026
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
5 current, 0 departed
David Joseph Joerger
Chief Compliance Officer · since Jul 1, 2022
Platform and operations
FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
DON Kuanglun Kuo
Deputy Chief Operating Officer, Secretary · since Jan 1, 2021
Platform and operations
FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Kurt Randal Winrich
Chairman, Director/Elected Manager Director/Elected Manager · since Dec 1, 2021
Principal
FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Mike Brady Trigg
Co-Chief Executive Officer, Director/Elected Manager · since Jan 1, 2025
Principal
FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Paul Russell Black
Co-Chief Executive Officer, Director/Elected Manager · since Jan 1, 2025
Principal
FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Investments on record
1 edges, 1 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
HadrianSeries D · Series D+leadunknown$1.4BunknownAug 6, 2026Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
1 relationships from shared deals, counted for the whole firm
Washington Harbour Partners LP 1 shared · one time · they led 1 · we led 1
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
13 dated events
  1. Sep 12, 2026
    WCM Select U.S. Equity Fund LP first reported on Form ADV by WCM Investment Management, GAV $10,607,664
    Fund first reported on Form ADVFundsFactWCM Select U.S. Equity Fund LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  2. Sep 12, 2026
    WCM Partners Spv-U first reported on Form ADV by WCM Investment Management, GAV $102,237,815
    Fund first reported on Form ADVFundsFactWCM Partners Spv-UIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  3. Sep 12, 2026
    WCM Partners Spv III LP first reported on Form ADV by WCM Investment Management, GAV $667,025,932
    Fund first reported on Form ADVFundsFactWCM Partners Spv I LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  4. Sep 12, 2026
    WCM Partners Spv II LP first reported on Form ADV by WCM Investment Management, GAV $65,878,027
    Fund first reported on Form ADVFundsFactWCM Partners Spv I LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  5. Sep 12, 2026
    WCM Partners Spv I LP first reported on Form ADV by WCM Investment Management, GAV $49,560,484
    Fund first reported on Form ADVFundsFactWCM Partners Spv I LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  6. Sep 12, 2026
    WCM Partners Lp/de first reported on Form ADV by WCM Investment Management, GAV $533,952,387
    Fund first reported on Form ADVFundsFactWCM Partners Lp/deIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  7. Sep 12, 2026
    WCM International Small Cap Growth Fund LP first reported on Form ADV by WCM Investment Management, GAV $423,053,472
    Fund first reported on Form ADVFundsFactWCM International Small Cap Growth Fund LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  8. Sep 12, 2026
    WCM International Equity Fund LP first reported on Form ADV by WCM Investment Management, GAV $9,960,092
    Fund first reported on Form ADVFundsFactWCM International Equity Fund LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  9. Sep 12, 2026
    WCM Focused International Opportunities Fund LP first reported on Form ADV by WCM Investment Management, GAV $45,090,977
    Fund first reported on Form ADVFundsFactWCM Focused International Growth Fund LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  10. Sep 12, 2026
    WCM Focused International Growth Fund LP first reported on Form ADV by WCM Investment Management, GAV $6,730,078,381
    Fund first reported on Form ADVFundsFactWCM Focused International Growth Fund LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  11. Sep 12, 2026
    WCM Focused Global Growth Fund LP first reported on Form ADV by WCM Investment Management, GAV $848,875,301
    Fund first reported on Form ADVFundsFactWCM Focused Global Growth Fund LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  12. Sep 12, 2026
    WCM Focused Emerging Markets Fund LP first reported on Form ADV by WCM Investment Management, GAV $69,511,954
    Fund first reported on Form ADVFundsFactWCM Focused Emerging Markets Fund LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  13. Aug 12, 1976
    WCM Investment Management appears on the SEC adviser roster (RIA)
    First SEC adviser filingOrganizationFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 20% of 15 private funds
Evidence
17 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2026-08-31Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Adv pdf loadedadv-pdf-1Sep 12, 2026FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
SEC statusApprovedAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective1976-08-12Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone949-380-0200Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees102Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersLaguna Beach, CAAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address281 BROOKS STREET, Laguna Beach, CA, 92651-2974Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Legal formLimited Liability CompanyAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Other funds reported7Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported4Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported15Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$9.9BAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$97BAug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported3Aug 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)