Data / Investment advisers / California / WCM Investment Management
WCM Investment Management, Laguna Beach, CA: $96.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
WCM Investment Management is an SEC registered investment adviser with its main office in Laguna Beach, California and reports $96.8 billion in regulatory assets under management in its Form ADV filed August 31, 2026. Its clients include investment companies, pooled investment vehicles and state and municipal governments. It is paid through a percentage of assets under management and performance based fees. It advises 15 private funds.
The request: Watch WCM Investment Management (CRD number 104702): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 104702
- SEC file number
- 801-11916
- SEC status
- Approved, effective August 12, 1976
- Legal name
- WCM Investment Management, LLC
- Main office
- 281 Brooks Street, Laguna Beach, CA 92651
- Phone
- (949) 380-0200
- Regulatory AUM
- $96,772,599,352 in the Form ADV filed August 31, 2026
- Discretionary AUM
- $96,772,599,352
- Accounts
- 6,728
- Employees
- 102, of which 44 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 15: 7 other private funds, 4 private equity funds, 3 venture capital funds, 1 hedge fund
- Gross assets of private funds
- $9,933,972,084
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 35 | $34.15 billion |
| Pooled investment vehicles | 128 | $22.78 billion |
| State or municipal government entities | 51 | $8.73 billion |
| Corporations or other businesses | 416 | $7.54 billion |
| Pension and profit sharing plans | 102 | $7.20 billion |
| High net worth individuals | 1,720 | $5.59 billion |
| Sovereign wealth funds and foreign official institutions | 3 | $5.42 billion |
| Charitable organizations | 286 | $3.05 billion |
| Individuals (other than high net worth individuals) | 3,991 | $1.84 billion |
| Insurance companies | 3 | $462.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $96.77 billion | March 12, 2026 |
| December 1, 2025 | $74.69 billion | July 9, 2025 |
Other advisers in California
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stepstone Group LP | LA Jolla | $107.82 billion | 409 | adviserinfo.sec.gov |
| Andreessen Horowitz | Menlo Park | $106.48 billion | 119 | adviserinfo.sec.gov |
| Vista Equity Partners Management, LLC | San Francisco | $106.02 billion | 125 | adviserinfo.sec.gov |
| Pathway Capital Management, LP | Irvine | $97.82 billion | 103 | adviserinfo.sec.gov |
| Ares Capital Management LLC | Los Angeles | $97.62 billion | 34 | adviserinfo.sec.gov |
| Assetmark, Inc. | Concord | $91.76 billion | Not listed | adviserinfo.sec.gov |
| Pantheon | San Francisco | $87.69 billion | 115 | adviserinfo.sec.gov |
| Leonard Green & Partners, L.P. | Los Angeles | $85.60 billion | 107 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- WCM Investment Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.