DFX Intelligence
WCM Select U.S. Equity Fund LP
As of · the latest observation of this vehicle; each figure below carries its own filing date
FundraisingEvergreen or indefinite offeringunknownOutside 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
1 additional placement agent
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- $10Msold at the filing
Latest Form D filed on 17 Apr 2026: $10M sold, 1 investor. A Form D amount is what was sold at the filing, never a final close.
A new or amended Form D means the vehicle is taking money now.
- 1 agentplacement
1 placement agent named on the vehicle's Form D filings.
A placement agent means the vehicle is marketed to outside LPs.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2025basis: 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; file 021-571069, sworn by the adviser or filed under this vehicle
- Form D sold
- $10.0Mas of the filing of Apr 17, 2026, 1 investor
- First sale
- Nov 19, 2025
- Reported GAV
- $10.6Mon the Form ADV filed Sep 12, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 1
- 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.Evergreen or indefinite offering
Form D filed or amended 2026-04-17: offering indefinite, sold $10.0M (fr-1)
evidence dated Apr 17, 2026.
Lifecycle
Fundraising
Lifecycle
Form D within 18 months and the offering is not sold out
first sale: Nov 19, 2025vintage year: 2025adv gav as of: Sep 12, 2026vintage basis: Form d first saleform d sold: $10.0Mform d offering: n/aform d latest filed at: Apr 17, 2026
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 | $10.6M | 1 | $5,000 | 0% |
Principals and agents
3 principals on Form D, 1 placement agents
- David Joseph Joerger Executive Officer
- Sloane Joseph Payne Executive Officer
- WCM Investment Management, LLC general partner (ADV 7.B.(1).A.3)
- Imst Distributors, LLC placement agent
Service providers
4 named on Form ADV Schedule D and Form D
- AuditorDeloitte · NEW YORK, New York, United StatesForm ADV filed Aug 31, 2026 reports.adviserinfo.sec.gov
- AdministratorULTIMUS FUND SOLUTIONS, LLC · CLIFTON PARK, New York, 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
3 events
- Sep 12, 2026WCM Select U.S. Equity Fund LP first reported on Form ADV by WCM Investment Management, GAV $10,607,664Fund first reported on Form ADV Fact Form ADV
- Apr 17, 2026WCM Select U.S. Equity Fund LP filed Form D/A: $10,000,000 sold (indefinite offering), Other Investment FundForm D filed Fact Form D
- Jan 26, 2026WCM Select U.S. Equity Fund LP filed Form D: $10,000,000 sold (indefinite offering), Other Investment FundForm D filed Fact Form D
Evidence
31 observations
Every observation on this vehicle
- Adv pdf fund: WCM SELECT U.S. EQUITY FUND LP Sep 12, 2026 Fact Form ADV
- Entity type: Limited Partnership Apr 17, 2026 Fact Form D
- Entity type: Limited Partnership Jan 26, 2026 Fact Form D
- Form D fund type: Other Investment Fund Apr 17, 2026 Fact Form D
- Form D fund type: Other Investment Fund Jan 26, 2026 Fact Form D
- Form D industry group: Pooled Investment Fund Apr 17, 2026 Fact Form D
- Form D industry group: Pooled Investment Fund Jan 26, 2026 Fact Form D
- Amendment: true Apr 17, 2026 Fact Form D
- Amendment: false Jan 26, 2026 Fact Form D
- Incorporated: withinFiveYears Apr 17, 2026 Fact Form D
- Incorporated: withinFiveYears Jan 26, 2026 Fact Form D
- Jurisdiction: Delaware Apr 17, 2026 Fact Form D
- Jurisdiction: Delaware Jan 26, 2026 Fact Form D
- Amount sold (Form D): $10.0M Apr 17, 2026 Fact Form D
- Amount sold (Form D): $10.0M Jan 26, 2026 Fact Form D
- Exemptions: 06c, 3C, 3C.7 Apr 17, 2026 Fact Form D
- Exemptions: 06c, 3C, 3C.7 Jan 26, 2026 Fact Form D
- First sale: 2025-11-19 Apr 17, 2026 Fact Form D
- First sale: 2025-11-19 Jan 26, 2026 Fact Form D
- Indefinite offering: true Apr 17, 2026 Fact Form D
- Indefinite offering: true Jan 26, 2026 Fact Form D
- Investors (Form D): 1 Apr 17, 2026 Fact Form D
- Investors (Form D): 1 Jan 26, 2026 Fact Form D
- Minimum investment (Form D): 10,000,000 Apr 17, 2026 Fact Form D
- Minimum investment (Form D): 0 Jan 26, 2026 Fact Form D
- Securities offered: Equity, pooled Apr 17, 2026 Fact Form D
- Securities offered: Equity, pooled Jan 26, 2026 Fact Form D
- Office address: Apr 17, 2026 Fact Form D
- Office address: Jan 26, 2026 Fact Form D
- Year of incorporation: 2025 Apr 17, 2026 Fact Form D
- Year of incorporation: 2025 Jan 26, 2026 Fact Form D
Relationships across DFX
on 1 other DFX graph
Across the graphs
WCM Select U.S. Equity Fund LP is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Record history
3 dated events on the change ledger, latest event first
- Fund first reported on ADV2026-09-12source on record
- Form D filed2026-04-17source on record
- Form D filed2026-01-26source 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.