DFX Intelligence
WCM Partners Altamar, LP
As of · the latest observation of this vehicle; each figure below carries its own filing date
FundraisingFundraising status unknownADV: Venture Capital Fund
As of · the latest observation of this vehicle; each figure below carries its own filing date
2 additional principals
Every relationship, signal and contact on this record, with the source on each.
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Nothing material in the last 365 days. Last change: 20 May 2025, Latest Form D filed on 20 May 2025: $15M 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
- 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 021-546699, sworn by the adviser or filed under this vehicle
- Form D sold
- $15.0Mas of the filing of May 20, 2025, 1 investor
- First sale
- May 8, 2025
- Reported GAV
- $284Mon the Form ADV filed Sep 12, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 21
- 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 2025-05-20, older than 15 months (fr-1)
evidence dated May 20, 2025.
Lifecycle
Fundraising
Lifecycle
Form D within 18 months and the offering is not sold out
first sale: May 8, 2025vintage year: 2025adv gav as of: Sep 12, 2026vintage basis: Form d first saleform d sold: $15.0Mform d offering: n/aform d latest filed at: May 20, 2025
The fund's own reporting through time
2 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Aug 31, 2026 | Venture Capital Fund | $284M | 21 | 23% | |||
| Sep 12, 2026 | $284M | 21 | 23% |
Principals and agents
5 principals on Form D, 0 placement agents
- David Joerger Executive Officer
- Sloane Payne Executive Officer
- [none] WCM Altamar GP, LLC Promoter
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
2 events
- Aug 31, 2026WCM Partners Altamar, LP first reported on Form ADV by WCM Investment Management (Venture Capital Fund), GAV $283,998,480Fund first reported on Form ADV Inference Form ADV
- May 20, 2025WCM Partners Altamar, LP filed Form D: $15,000,000 sold (indefinite offering), Venture Capital FundForm D filed Fact Form D
Evidence
17 observations
Every observation on this vehicle
- Adv pdf fund: 283,998,480 Sep 12, 2026 Fact Form ADV
- Entity type: Limited Partnership May 20, 2025 Fact Form D
- Form D fund type: Venture Capital Fund May 20, 2025 Fact Form D
- Form D industry group: Pooled Investment Fund May 20, 2025 Fact Form D
- Amendment: false May 20, 2025 Fact Form D
- Revenue range (Form D): Decline to Disclose May 20, 2025 Fact Form D
- Incorporated: withinFiveYears May 20, 2025 Fact Form D
- Jurisdiction: Delaware May 20, 2025 Fact Form D
- Amount sold (Form D): $15.0M May 20, 2025 Fact Form D
- Exemptions: 06c, 3C, 3C.7 May 20, 2025 Fact Form D
- First sale: 2025-05-08 May 20, 2025 Fact Form D
- Indefinite offering: true May 20, 2025 Fact Form D
- Investors (Form D): 1 May 20, 2025 Fact Form D
- Minimum investment (Form D): 0 May 20, 2025 Fact Form D
- Securities offered: pooled May 20, 2025 Fact Form D
- Office address: May 20, 2025 Fact Form D
- Year of incorporation: 2025 May 20, 2025 Fact Form D
Relationships across DFX
on 1 other DFX graph
Across the graphs
WCM Partners Altamar, 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
2 dated events on the change ledger, latest event first
- Fund first reported on ADV2026-08-31source on record
- Form D filed2025-05-20source 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.