DFX Intelligence
Venture Capital Intelligence
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.
Funds / WCM Partners Spv-U
WCM Partners Spv-U
Amounts, each with its basis
- Vintage
- 2023basis: 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 general partner the adviser swears for this fund, the issuer filing from the adviser's state, not sworn by the adviser (confidence 0.85); file 021-481543
- Form D sold
- $47.7Mas of the filing of May 9, 2025, 1 investors
- First sale
- Dec 6, 2023
- Reported GAV
- $102Mon 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
Unknown
latest Form D 2025-05-09, older than 15 months (fr-1)
evidence dated May 9, 2025. A 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.
Lifecycle
Fundraising
Form D within 18 months and the offering is not sold out
first sale: 2023-12-06vintage year: $2,023adv gav as of: 2026-09-12vintage basis: form_d_first_saleform d sold usd: $47.7Mform d offering usd: n/aform d latest filed at: 2025-05-09
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 | $102M | 1 | 0% |
Principals and agents
3 principals on Form D, 0 placement agents
- Sloane Payne Executive Officer
- WCM Investment Management, LLC Promoter
- WCM Investment Management, LLC general partner (ADV 7.B.(1).A.3)
Limited partners and their reported performance
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.
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
4 events
- Sep 12, 2026WCM Partners Spv-U first reported on Form ADV by WCM Investment Management, GAV $102,237,815Fund first reported on Form ADV Fact IAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
- May 9, 2025WCM Partners SPV-U LP filed Form D/A: $47,670,010 sold (indefinite offering), Private Equity FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
- May 6, 2024WCM Partners SPV-U LP filed Form D/A: $12,650,000 sold (indefinite offering), Private Equity FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
- May 12, 2023WCM Partners SPV-U LP filed Form D: no sales yet (indefinite offering), Private Equity FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
48 observations
Every observation on this vehicle
- Adv pdf fund: WCM PARTNERS SPV-U Sep 12, 2026 Fact IAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
- Entity type: Limited Partnership May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Limited Partnership May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Limited Partnership May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Private Equity Fund May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Private Equity Fund May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Private Equity Fund May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: true May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: true May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: false May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $47.7M May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $12.7M May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $0 May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b, 3C, 3C.7 May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b, 3C, 3C.7 May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b, 3C, 3C.7 May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2023-12-06 May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2023-12-06 May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Indefinite offering: true May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Indefinite offering: true May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Indefinite offering: true May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 1 May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 1 May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 0 May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: equity,pooled May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: equity,pooled May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: equity,pooled May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 281 BROOKS STREET, LAGUNA BEACH, CA, 92651 May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 281 BROOKS STREET, LAGUNA BEACH, CA, 92651 May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 281 BROOKS STREET, LAGUNA BEACH, CA, 92651 May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2023 May 9, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2023 May 6, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2023 May 12, 2023 Fact SEC EDGAR Form D data sets (quarterly)