Asset ManagerRIA · CRD 104702SEC-RegisteredPrivate Fund Adviser

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WCM Investment Management

WCM Investment Management is an employee-owned asset manager with offices in nine US cities, including San Francisco, New York, Austin, and Chicago.

WCM Investment Management

WCM Investment Management is an SEC-registered investment adviser in LAGUNA BEACH, CA, registered since 1976. The firm manages $96.8 billion in assets. It has 102 employees and 44 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Laguna Beach

Corporate office

Laguna Beach, CA, United States

Additional offices

San Francisco, CA · Menlo Park, CA · Austin, TX · New York, NY · Cambridge, MA · Pittsburgh, PA · Arlington, VA · Chicago, IL

Frequently asked questions

Who owns WCM Investment Management?

WCM is organized around a philosophy of broad-based employee ownership, as stated on its website. This suggests equity participation extends beyond a small group of founding partners, though the exact ownership percentages and number of employee-owners are not publicly disclosed.

Where is WCM Investment Management headquartered?

The firm does not designate a single headquarters. It lists offices in nine US cities: San Francisco, Menlo Park, Austin, New York, Cambridge, Pittsburgh, Laguna Beach, Arlington, and Chicago. This distributed structure is a deliberate part of the firm's identity.

What is WCM's investment philosophy?

The firm's public materials emphasize cultural principles and the benefits of an employee-owned partnership structure. Specific investment philosophy details, such as style, benchmark orientation, or research process, are not detailed in its primary outward-facing communications.

What is WCM Investment Management's AUM?

WCM does not publicly disclose a current assets under management figure. No regulatory filing or publication with a verifiable AUM number was identified, and the firm's website makes no reference to the scale of its assets.

How many employees does WCM have?

A specific headcount is not publicly available. The firm's multicity footprint suggests a team distributed across nine offices, but the number of investment professionals or total staff is not disclosed on its website.

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