SourcingSourcing

WCM INVESTMENT MANAGEMENT, LLC

C26
CRD 104702·SEC 801-11916·LAGUNA BEACH, CA
AUM
$96.77B
$1B+
Est. Revenue
$967.7M
@ 1% on AUM
Est. EBITDA
$290.3M
@ 30% margin
Est. Deal Value
$2.32B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WCM INVESTMENT MANAGEMENT, LLC
CRD
104702
SEC file #
801-11916
EIN
000000000
DBA names
Wcm Investment Management

Economics

AUM
$96.77B
AUM band
$1B+
AUM trajectory
'20'26
$26.52B → $96.77B▲ +265%
Client mix
Individuals Other3,991
Individuals High Net Worth1,720
Corporations416
Charitable Organizations286
Pooled Investment Vehicles128

Operations

Employees (total)
102
Advisory staff (per ADV)
44
Advisory staff (5-yr trend)
'20'26
25 advisors → 44 advisors▲ +76%
Primary office
LAGUNA BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
linkedin.com/company/wcm-investment-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THALIA STREET PARTNERS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
THALIA STREET PARTNERS LLC
NATIXIS INVESTMENT MANAGERS,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:wcm.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
34
Form 5500 Total Compensation
7,033,751
Form 5500 Compensation Trajectory 3y
20254,513,699
20262,520,052
Form 5500 Plan Count Trajectory 3y
202527
20267
Schedule C Total Compensation
7,033,751
Schedule C Service Provider Rows
34

SEC EDGAR

Edgar Cik
0001725605
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2018-11-14
Edgar Last Filing Date
2026-04-16
Edgar Form D Count
9
Edgar Form D Offerings
2026-04-162026-04-16 · 0001725605-26-000003
2025-04-162025-04-16 · 0001725605-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Goldman Sachs4
Jpmorgan4
E*trade4
Raymond James3
Charles Schwab1
Edgar Addresses
Mailing
C/O WCM INVESTMENT MANAGEMENT, LLC281 BROOKS STREETLAGUNA BEACH, CA 92651
Business
C/O WCM INVESTMENT MANAGEMENT, LLC281 BROOKS STREETLAGUNA BEACH, CA 92651
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-04-16 · 0001725605-26-000003
D/A2025-04-16 · 0001725605-25-000001
Fee Schedule
Bracket I97
Bracket Xi3
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (15)

15
BLACK, PAUL, RUSSELL
IAR · Executive Officer · 2.5%
2513132
AYER, SANJAY
Executive Officer · 2.5%
6927378
PAYNE, SLOANE, WALLER
Executive Officer · 2.5%
2747251
TRIGG, MIKE, BRADY
Executive Officer · 2.5%
4748812
WINRICH, KURT, RANDAL
Executive Officer · 2.5%
2128635
JOERGER, DAVID, JOSEPH
Executive Officer · 2.5%
7408266
Kroehl, Victoria
Executive Officer · 2.5%
7888032
KUO, DON, KUANGLUN
Executive Officer · 2.5%
3265027
CHAD EDWARD HOFFMAN
IAR
3082851
JONATHON MICHAEL DETTER
IAR
5307765
PATRICK FRANCIS MCGEE
IAR
5823537
ANTHONY BERNARD GLICKHOUSE
IAR
4816573
ANDREW NEIL BUCHANAN
IAR
4372432
TRACE WILSON THURLBY
IAR
3128947
JOHN MATTHEW MACARTHUR
IAR
1904282