The WCM GLOBAL WEALTH is a privately held investment adviser that advises $97.54mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. WCM GLOBAL WEALTH is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 68.47% over the last 5-years.
The Group has been registered with the SEC for 7.02 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 220 N. MAIN STREET SUITE 500, GREENVILLE, SOUTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 2 investment and 8 non-investment staff. The total number of Employees increased by 11.11% over the last 5-years.
Their $97.54mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $72.8mn or 74.63% of Total Assets and Individuals own $19.69mn or 20.19% of Total Assets.
The Group's top investment strategies include Real Estate and Multi Strat, representing 97.39% and 2.61% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $60.52mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
WCM GLOBAL WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.