WCM Investment Management Overview

  • Year Founded
  • 1976

Year Founded

  • Status
  • Private

  • Employees
  • 107

Employees

  • Latest Deal Type
  • Corporate

  • Financing Rounds
  • 1

  • Investments
  • 15

WCM Investment Management General Information

Description

Provider of equity investment advisory services. The company specializes in managing low-turnover, alpha-generating equity portfolios including international small cap companies, focused small cap, emerging markets and offering several institutional and investor class mutual funds for a variety of clients such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments and foundations.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 281 Brooks Street
  • Laguna Beach, CA 92651
  • United States
+1 (949)
Primary Industry
Asset Management
Vertical(s)
Corporate Office
  • 281 Brooks Street
  • Laguna Beach, CA 92651
  • United States
+1 (949)

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WCM Investment Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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WCM Investment Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of equity investment advisory services. The company specializes in managing low-turnover, alpha-generating equi
Asset Management
Laguna Beach, CA
107 As of 2025

Newport Beach, CA
 

San Mateo, CA
 
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WCM Investment Management Competitors (4)

One of WCM Investment Management’s 4 competitors is Strategic Global Advisors, a Formerly PE-Backed company based in Newport Beach, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Strategic Global Advisors Formerly PE-Backed Newport Beach, CA
Kestrel Investment Management Corporation San Mateo, CA
Solace Capital Partners Corporation Los Angeles, CA
Shah Capital Partners Corporation Cupertino, CA
To view WCM Investment Management’s complete competitors history, request access »

WCM Investment Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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WCM Investment Management Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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WCM Investment Management Investments (15)

WCM Investment Management’s most recent deal was a Later Stage VC with Zipline for . The deal was made on 05-Nov-2026.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Zipline 05-Nov-2026 Later Stage VC Logistics
Hadrian 14-Aug-2026 Later Stage VC Other Hardware
Databricks 13-Aug-2026 Later Stage VC Database Software
Kavak 17-Feb-2026 Later Stage VC Automotive
ClickHouse 16-Jan-2026 Later Stage VC Database Software
You’re viewing 5 of 15 investments. Get the full list »

WCM Investment Management Exits (1)

WCM Investment Management’s most recent exit was on 31-Dec-2024 from Illumina. The exit was categorized as with 4 buyers.

Company Name Exit Date Exit Type Exit Size Status Buyers
Illumina 31-Dec-2024 Completed
  • 4 buyers
To view WCM Investment Management’s complete exits history, request access »

WCM Investment Management FAQs

  • When was WCM Investment Management founded?

    WCM Investment Management was founded in 1976.

  • Where is WCM Investment Management headquartered?

    WCM Investment Management is headquartered in Laguna Beach, CA.

  • What is the size of WCM Investment Management?

    WCM Investment Management has 107 total employees.

  • What industry is WCM Investment Management in?

    WCM Investment Management’s primary industry is Asset Management.

  • Is WCM Investment Management a private or public company?

    WCM Investment Management is a Private company.

  • What is WCM Investment Management’s current revenue?

    The current revenue for WCM Investment Management is .

  • Who are WCM Investment Management’s investors?

    Natixis Investment Managers has invested in WCM Investment Management.

  • Who are WCM Investment Management’s competitors?

    Strategic Global Advisors, Kestrel Investment Management, Solace Capital Partners, and Shah Capital Partners are competitors of WCM Investment Management.

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