# WCM Investment Management: portfolio, investments and team > WCM Investment Management is a growth equity based in United States. 9 investments on record, 5 in the last 12 months, latest Aug 2026. Source: https://millionrounds.com/fund/wcm-investment-management (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # WCM Investment Management Last cheque observed Aug 2026; 9 cheques on record. Email Growth equity Deploying now Last fund $20M, Feb 2014 Growth Series F Series C Investment Management Follow WCM Investment Management and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fwcm-investment-management) Deploying now **83%** of best year **5** **cheques in 12 months**, 9 on record Since the last cheque **91** days **00** hrs **00** min **00** sec Median round **$1.0B** Rounds led **3 of 9** Mostly in **United States, 78%** Pitch WCM Investment Management ## WCM Investment Management highlights - 01 5 cheques in the last 12 months - 02 Mostly Growth and Series F: 89% of its rounds - 03 Led 3 rounds ## What they do - **Type:** Growth equity (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Investment Management - **Based in:** Laguna Beach, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **9 appearances** - **2026** 4 rounds - **Aug** **[Hadrian](https://millionrounds.com/company/hadrian)** Growth · US · Crunchbase News **$1.4B** *Led* - **Apr** **[Kavak](https://millionrounds.com/company/kavak)** Growth · MX · Crunchbase News **$300M** *Led* - **Feb** **[Kavak](https://millionrounds.com/company/kavak)** Series F · MX · Contxto **$300M** With 11 others - **Jan** **[ClickHouse](https://millionrounds.com/company/clickhouse)** Growth · US · TechCrunch **$400M** With 10 others - **2025** 4 rounds - **Dec** **[Databricks](https://millionrounds.com/company/databricks)** Growth · US · Crunchbase News **$5.0B** With 25 others - **Sept** **[Anthropic](https://millionrounds.com/company/anthropic)** Series F · US · Crunchbase News **$13B** With 21 others - **Aug** **[Databricks](https://millionrounds.com/company/databricks)** Growth · US · Crunchbase News **$1.0B** *Led* - **Jan** **[KoBold Metals](https://millionrounds.com/company/kobold-metals)** Series C · US · TechCrunch **$537M** With 11 others - **2024** 1 round - **Dec** **[Databricks](https://millionrounds.com/company/databricks)** Growth · US · Crunchbase News **$10B** With 10 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **10 named** DA **David A. Brewer** CHIEF COMPLIANCE OFFICER OF WCM INVESTMENT MANAGEMENT, THE GENERAL PARTNER i Filing they signed DJ **David Joseph Joerger** Chief Compliance Officer i Form ADV DK **Don Kuanglun Kuo** Deputy Chief Operating Officer, Secretary i Form ADV JC **James C. Owens** EXECUTIVE VICE PRESIDENT OF WCM INVESTMENT MANAGEMENT, THE GENERAL PARTNER i Filing they signed KR **Kurt Randal Winrich** CHAIRMAN OF WCM INVESTMENT MANAGEMENT, THE GENERAL PARTNER i Filing they signed LT **L. Thomas Rydzeski** VICE PRESIDENT OF WCM INVESTMENT MANAGEMENT, THE GENERAL PARTNER i Filing they signed MB **Mike Brady Trigg** President, Portfolio Manager i Form ADV PR **Paul Russell Black** PRESIDENT OF WCM INVESTMENT MANAGEMENT, THE GENERAL PARTNER i Filing they signed SW **Sloane Waller Payne** Chief Operations Officer, Senior Vp i Form ADV VK **Victoria Kroehl** Chief Financial Officer i Form ADV We also hold **13** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$97B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** WCM Investment Management, LLC - **SEC number:** CRD 104702 Funds on its Form ADV **8** private funds, **$5.8B** in gross assets · filed Mar 2024 Limited partnership **5** Private equity **2** Hedge **1** - WCM Focused International Growth Fund L.P. *Limited partnership* 143 investors $4.9B - WCM Focused Global Growth Fund L.P. *Limited partnership* 11 investors $290M - WCM Focused Emerging Markets Fund L.P. *Limited partnership* 11 investors $186M - WCM International Small CAP Growth Fund L.P. *Limited partnership* 20 investors $179M - WCM Partners LP/DE *Hedge* 19 investors $159M - WCM Partners SPV I L.P. *Private equity* 2 investors $23M - WCM Partners SPV-U *Private equity* 1 investor $2.6M - WCM Focused International Opportunities Fund L.P. *Limited partnership* 1 investor - Latest fund on file **$20M** raised in Feb 2014 From its SEC filing. Nothing newer is on file yet. ## The cheque Growth Series F Series C Median round joined **$1.0B** the round, not its cheque Led 3 of 9 rounds **33%** - **Sole investor:** Never alone - **Last cheque:** Aug 2026 Rounds by stage said on their site - Growth *6* - Series F *2* - Series C *1* Cheques by month Led Joined Dec 2023 Nov 2026 Often in the room with - [Andreessen Horowitz](https://millionrounds.com/fund/andreessen-horowitz) 7 - [T. Rowe Price](https://millionrounds.com/fund/t-rowe-price) 5 - [GIC](https://millionrounds.com/fund/gic) 4 - [Insight Partners](https://millionrounds.com/fund/insight-partners) 4 - [MGX](https://millionrounds.com/fund/mgx) 3 - [Ontario Teachers' Pension Plan](https://millionrounds.com/fund/ontario-teachers-pension-plan) 3 **Pitching WCM Investment Management?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as WCM Investment Management. A count of rooms they were both in, not a relationship either has claimed. [**Andreessen Horowitz** VC firm **7** rounds together](https://millionrounds.com/fund/andreessen-horowitz)[**T. Rowe Price** Private equity **5** rounds together](https://millionrounds.com/fund/t-rowe-price)[**GIC** Private equity **4** rounds together](https://millionrounds.com/fund/gic)[**Insight Partners** Company **4** rounds together](https://millionrounds.com/fund/insight-partners)[**MGX** Growth equity **3** rounds together](https://millionrounds.com/fund/mgx)[**Ontario Teachers' Pension Plan** VC firm **3** rounds together](https://millionrounds.com/fund/ontario-teachers-pension-plan)[**Thrive Capital** Accelerator **3** rounds together](https://millionrounds.com/fund/thrive-capital)[**Altimeter** VC firm **2** rounds together](https://millionrounds.com/fund/altimeter-capital)[**Baillie Gifford** Asset manager **2** rounds together](https://millionrounds.com/fund/baillie-gifford)[**BlackRock** Asset manager **2** rounds together](https://millionrounds.com/fund/blackrock)[**Blackstone Group** Private equity **2** rounds together](https://millionrounds.com/fund/blackstone-group)[**Coatue** VC firm **2** rounds together](https://millionrounds.com/fund/coatue-management) ## Recently backed The latest companies WCM Investment Management put money into. [**Hadrian** $1.4B · Aug 2026](https://millionrounds.com/company/hadrian)[**ClickHouse** $400M · Jan 2026](https://millionrounds.com/company/clickhouse)[**Databricks** $5.0B · Dec 2025](https://millionrounds.com/company/databricks)[**Anthropic** $13B · Sept 2025](https://millionrounds.com/company/anthropic)[**KoBold Metals** $537M · Jan 2025](https://millionrounds.com/company/kobold-metals) ## On podcasts 1 episode naming WCM Investment Management in the title, and 4 more that mention it. - [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 5 Aug 2019 · 57 min Paul Black - WCM Investment Management (First Meeting, EP.05) With [Paul Black](https://millionrounds.com/person/paul-black-escalada-sports-partners) Mentions [WCM Investment Management](https://millionrounds.com/fund/wcm-investment-management)[Wells Fargo](https://millionrounds.com/fund/wells-fargo-bank-office) Apple PodcastsShow page ### Mentioned in - [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 4 May 2026 · 55 min Sloane Payne and Dave Joerger – Why Culture Matters (EP.500) Apple PodcastsShow page - [Business Breakdowns](https://millionrounds.com/podcasts/business-breakdowns) 8 Jan 2026 · 1h 15m Databricks: From Data to Decisions - [Business Breakdowns, EP.238] Apple PodcastsShow page - [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 27 Oct 2025 · 58 min Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) Apple PodcastsShow page - [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 27 Oct 2025 · 1h 5m [REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227) Apple PodcastsShow page ## Quick answers about WCM Investment Management ### What does WCM Investment Management invest in? WCM Investment Management invests most often at Growth and Series F (89% of the rounds on record), in sectors such as Investment Management. ### How active is WCM Investment Management? 9 investments on record, 5 of them in the last 12 months, and it led 3. The most recent was in Aug 2026. ### What has WCM Investment Management invested in recently? Its most recent investments on record: Hadrian (Growth, Aug 2026), Kavak (Growth, Apr 2026) and ClickHouse (Growth, Jan 2026). ### How big are WCM Investment Management's cheques? The median round it joins is $1.0B. ### Does WCM Investment Management lead rounds? Yes: it led 3 of its 9 investments on record (33%). ### Where does WCM Investment Management invest? Most of the companies it backs are in the United States (78%) and Mexico (22%). ### Is WCM Investment Management investing now? Yes: it is actively investing, with 5 investments in the last 12 months. ### Who does WCM Investment Management invest alongside? Most often Andreessen Horowitz (7 rounds together), T. Rowe Price (5 rounds together) and GIC (4 rounds together). ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=wcm-investment-management) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=wcm-investment-management)