DFX Intelligence
WCM Partners Spv-U
As of · the latest observation of this vehicle; each figure below carries its own filing date
FundraisingFundraising status unknownunknownOutside 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: 9 May 2025, Latest Form D filed on 9 May 2025: $47.7M sold, 1 investor. 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
- 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 investor
- 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
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 2025-05-09, older than 15 months (fr-1)
evidence dated May 9, 2025.
Lifecycle
Fundraising
Lifecycle
Form D within 18 months and the offering is not sold out
first sale: Dec 6, 2023vintage year: 2023adv gav as of: Sep 12, 2026vintage basis: Form d first saleform d sold: $47.7Mform d offering: n/aform d latest filed at: May 9, 2025
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)
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
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 Form ADV
- May 9, 2025WCM Partners SPV-U LP filed Form D/A: $47,670,010 sold (indefinite offering), Private Equity FundForm D filed Fact Form D
- May 6, 2024WCM Partners SPV-U LP filed Form D/A: $12,650,000 sold (indefinite offering), Private Equity FundForm D filed Fact Form D
- May 12, 2023WCM Partners SPV-U LP filed Form D: no sales yet (indefinite offering), Private Equity FundForm D filed Fact Form D
Evidence
48 observations
Every observation on this vehicle
- Adv pdf fund: WCM PARTNERS SPV-U Sep 12, 2026 Fact Form ADV
- Entity type: Limited Partnership May 9, 2025 Fact Form D
- Entity type: Limited Partnership May 6, 2024 Fact Form D
- Entity type: Limited Partnership May 12, 2023 Fact Form D
- Form D fund type: Private Equity Fund May 9, 2025 Fact Form D
- Form D fund type: Private Equity Fund May 6, 2024 Fact Form D
- Form D fund type: Private Equity Fund May 12, 2023 Fact Form D
- Form D industry group: Pooled Investment Fund May 9, 2025 Fact Form D
- Form D industry group: Pooled Investment Fund May 6, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund May 12, 2023 Fact Form D
- Amendment: true May 9, 2025 Fact Form D
- Amendment: true May 6, 2024 Fact Form D
- Amendment: false May 12, 2023 Fact Form D
- Revenue range (Form D): Decline to Disclose May 9, 2025 Fact Form D
- Revenue range (Form D): Decline to Disclose May 6, 2024 Fact Form D
- Revenue range (Form D): Decline to Disclose May 12, 2023 Fact Form D
- Incorporated: withinFiveYears May 9, 2025 Fact Form D
- Incorporated: withinFiveYears May 6, 2024 Fact Form D
- Incorporated: withinFiveYears May 12, 2023 Fact Form D
- Jurisdiction: Delaware May 9, 2025 Fact Form D
- Jurisdiction: Delaware May 6, 2024 Fact Form D
- Jurisdiction: Delaware May 12, 2023 Fact Form D
- Amount sold (Form D): $47.7M May 9, 2025 Fact Form D
- Amount sold (Form D): $12.7M May 6, 2024 Fact Form D
- Amount sold (Form D): $0 May 12, 2023 Fact Form D
- Exemptions: 06b, 3C, 3C.7 May 9, 2025 Fact Form D
- Exemptions: 06b, 3C, 3C.7 May 6, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.7 May 12, 2023 Fact Form D
- First sale: 2023-12-06 May 9, 2025 Fact Form D
- First sale: 2023-12-06 May 6, 2024 Fact Form D
- Indefinite offering: true May 9, 2025 Fact Form D
- Indefinite offering: true May 6, 2024 Fact Form D
- Indefinite offering: true May 12, 2023 Fact Form D
- Investors (Form D): 1 May 9, 2025 Fact Form D
- Investors (Form D): 1 May 6, 2024 Fact Form D
- Investors (Form D): 0 May 12, 2023 Fact Form D
- Minimum investment (Form D): 0 May 9, 2025 Fact Form D
- Minimum investment (Form D): 0 May 6, 2024 Fact Form D
- Minimum investment (Form D): 0 May 12, 2023 Fact Form D
- Securities offered: Equity, pooled May 9, 2025 Fact Form D
- Securities offered: Equity, pooled May 6, 2024 Fact Form D
- Securities offered: Equity, pooled May 12, 2023 Fact Form D
- Office address: May 9, 2025 Fact Form D
- Office address: May 6, 2024 Fact Form D
- Office address: May 12, 2023 Fact Form D
- Year of incorporation: 2023 May 9, 2025 Fact Form D
- Year of incorporation: 2023 May 6, 2024 Fact Form D
- Year of incorporation: 2023 May 12, 2023 Fact Form D
Relationships across DFX
on 2 other DFX graphs
Across the graphs
WCM Partners Spv-U 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
4 dated events on the change ledger, latest event first
- Fund first reported on ADV2026-09-12source on record
- Form D filed2025-05-09source on record
- Form D filed2024-05-06source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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.