The WCM INVESTMENT MANAGEMENT is a privately held investment adviser that advises $97.66Bn in regulatory assets under management held in 5 SEC fund types across 6 investment strategies. WCM INVESTMENT MANAGEMENT is a Public/Private Fund Assets increased by 35.59% over the last 5-years.
The Group has been registered with the SEC for 50 years and is comprised of 3 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 281 BROOKS STREET, LAGUNA BEACH, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 116 employees comprised of 53 investment and 63 non-investment staff. The total number of Employees increased by 41.46% over the last 5-years.
Their $97.66Bn in assets advised are owned by 128 private funds, 36 public funds and BDCs and 1,102 other accounts. Assets of Investment Companies (IC) clients own $34.29Bn or 35.11% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $22.78Bn or 23.33% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and Traditional LBO, representing 94.24%, 2.58% and 2.03% of total assets, respectively.
They advise 11 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 11 Fund Administrators, 4 Fund Auditors, 0 Prime Brokers, 8 Custodians and 6 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
WCM INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 9 funds.