DFX Intelligence
WCM Partners Spv II LP
SPV or co-invest vehiclemanaged by WCM Investment Management
As of · the latest observation of this vehicle; each figure below carries its own filing date
Early deploymentFundraising status unknownOutside venture scope
A non-venture vehicle outside venture scope, shown because its manager is on the venture graph.
As of · the latest observation of this vehicle; each figure below carries its own filing date
Nothing material in the last 365 days. Last change: 13 Aug 2024, Latest Form D filed on 13 Aug 2024: $35M sold, 4 investors. A Form D amount is what was sold at the filing, never a final close.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2024basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- indefinitewhat may be sold, not what was raised; joined by exact issuer name, corroborated by the adviser itself named on the filing, the issuer filing from the adviser's state, not sworn by the adviser (confidence 0.85); file 021-521387
- Form D sold
- $35.0Mas of the filing of Aug 13, 2024, 4 investors
- First sale
- Aug 1, 2024
- Reported GAV
- $65.9Mon the Form ADV filed Sep 12, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 36
- Reported on ADV
- Sep 12, 2026 to Sep 12, 2026
Fundraising evidence
What counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.Unknown
latest Form D 2024-08-13, older than 15 months (fr-1)
evidence dated Aug 13, 2024.
Lifecycle
Early deployment
Lifecycle
vintage within 2 years
age years: 2first sale: Aug 1, 2024vintage year: 2024adv gav as of: Sep 12, 2026vintage basis: Form d first saleform d sold: $35.0Mform d offering: n/aform d latest filed at: Aug 13, 2024
The fund's own reporting through time
1 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Sep 12, 2026 | $65.9M | 36 | 4% |
Principals and agents
2 principals on Form D, 0 placement agents
- WCM Investment Management, LLC Promoter
- Sloane Payne Executive Officer
Service providers
3 named on Form ADV Schedule D and Form D
- AuditorGrant Thornton · SAN FRANCISCO, California, United StatesForm ADV filed Aug 31, 2026 reports.adviserinfo.sec.gov
- AdministratorUMB FUND SERVICES · MILWAUKEE, Wisconsin, United StatesForm ADV filed Aug 31, 2026 reports.adviserinfo.sec.gov
- CustodianUMB BANK, N.A. · KANSAS CITY, Missouri, United StatesForm ADV filed Aug 31, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocators
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
1 event
- Aug 13, 2024WCM Partners SPV II LP filed Form D: $35,000,000 sold (indefinite offering), Private Equity FundForm D filed Fact Form D
Evidence
17 observations
Every observation on this vehicle
- Adv pdf fund: WCM PARTNERS SPV II LP Sep 12, 2026 Fact Form ADV
- Entity type: Limited Partnership Aug 13, 2024 Fact Form D
- Form D fund type: Private Equity Fund Aug 13, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund Aug 13, 2024 Fact Form D
- Amendment: false Aug 13, 2024 Fact Form D
- Revenue range (Form D): Decline to Disclose Aug 13, 2024 Fact Form D
- Incorporated: withinFiveYears Aug 13, 2024 Fact Form D
- Jurisdiction: Delaware Aug 13, 2024 Fact Form D
- Amount sold (Form D): $35.0M Aug 13, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.7 Aug 13, 2024 Fact Form D
- First sale: 2024-08-01 Aug 13, 2024 Fact Form D
- Indefinite offering: true Aug 13, 2024 Fact Form D
- Investors (Form D): 4 Aug 13, 2024 Fact Form D
- Minimum investment (Form D): 0 Aug 13, 2024 Fact Form D
- Securities offered: Equity, pooled Aug 13, 2024 Fact Form D
- Office address: Aug 13, 2024 Fact Form D
- Year of incorporation: 2022 Aug 13, 2024 Fact Form D
Relationships across DFX
on 2 other DFX graphs
Across the graphs
WCM Partners Spv II LP is the same institution as 3 records in Private Equity and RIA and Wealth.
Private Equity2RIA and Wealth1
DFX found 3 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
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Record history
1 dated event on the change ledger, latest event first
- Form D filed2024-08-13source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.