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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Laguna Beach, CA HQ: Laguna Beach, CA

Wcm Investment Management

$96.8B Total AUM · Institutional LP profile covering 29 historical fund disclosure records ($5.51B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Multi-Strategy, Venture Capital, Distressed / Special Situations (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
29
5 Open Source Trails Below
Sum of Disclosed Rows
$5.51B
Total AUM: $96.8B
Median Disclosed Amount
$81.5M
Range: $15.0M – $676.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/29)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Wcm Investment Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 29 total tracked records (+24 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Graycliff Private Equity Partners VAdviser 7.B Vehicle Buyout 2025
$15.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Real Estate Partners II, LPAdviser 7.B Vehicle Real Estate 2025
$588.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SV Biotech Crossover Opportunities Fund, L.P.Adviser 7.B Vehicle Buyout 2025
$559.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
FGP Redwood Fund LPAdviser 7.B Vehicle Multi-Strategy 2024
$35.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Thrive Capital Growth VIAdviser 7.B Vehicle Venture Capital 2024
$635.5M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Wcm Investment Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Wcm Investment Management (OCIO / Wealth RIA, $96.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.2% Actual; $774.2M Unallocated Target Bandwidth). SEC Form ADV (801-11916, CRD #104702) verified $96.77B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Wcm Investment Management

638 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Wcm Investment Management (25 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 13 Shared Vehicles

Rwa Wealth Partners

Family Office / MFO North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Credit Tactical Opportunities Fund IV (2023 Vintage)
Wcm Investment Management: $118.2M · SEC Form ADV 7.B
Rwa Wealth Partners: $50.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Credit Opportunities Fund VI (2023 Vintage) · Blackstone Credit Opportunities Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Cerity Partners

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Credit Opportunities Fund VI (2023 Vintage)
Wcm Investment Management: $43.2M · SEC Form ADV 7.B
Cerity Partners: $115.0M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Credit Tactical Opportunities Fund IV (2023 Vintage) · Blackstone Credit Opportunities Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Bpifrance Fund of Funds (France)

Fund of Funds / Seeder Maisons-Alfort / Paris, France
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Credit Opportunities Fund IV (2022 Vintage)
Wcm Investment Management: $76.2M · SEC Form ADV 7.B
Bpifrance Fund of Funds (France): $34.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Credit Tactical Opportunities Fund IV (2023 Vintage) · Blackstone Credit Opportunities Fund VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+635 Additional Institutional LPs Report Shared Vehicles with Wcm Investment Management

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You are viewing 5 open public preview records (out of 29 total tracked records for Wcm Investment Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 29 tracked historical disclosure records (+24 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (638 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Wcm Investment Management

Buyout LPs →Private Credit LPs →Multi-Strategy LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Wcm Investment Management

What type of institutional allocator is Wcm Investment Management and what is their typical disclosed ticket size?

Wcm Investment Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Laguna Beach, CA; Headquarters: Laguna Beach, CA). Across 29 historical disclosure records tracked on Prilago ($5.51B total parsed USD across disclosed rows), the median disclosed amount is $81.5M (range: $15.0M to $676.6M).

Which private-market strategies appear in Wcm Investment Management's public disclosures?

Wcm Investment Management has disclosed records across Buyout, Private Credit, Multi-Strategy, Venture Capital, Distressed / Special Situations. Open preview records include Graycliff Private Equity Partners V (2025 Vintage), TPG Real Estate Partners II, LP (2025 Vintage), SV Biotech Crossover Opportunities Fund, L.P. (2025 Vintage), FGP Redwood Fund LP (2024 Vintage).

How are Wcm Investment Management's historical records substantiated and separated from active searches on Prilago?

Records for Wcm Investment Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Wcm Investment Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/wcm-investment-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Wcm Investment Management?

In Prilago's bilateral commitment graph, Wcm Investment Management shares resolved underlying fund vehicles with 638 institutional LPs across 25 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Rwa Wealth Partners (13 shared vehicles, e.g. Blackstone Credit Tactical Opportunities Fund IV (2023 Vintage)), Cerity Partners (13 shared vehicles, e.g. Blackstone Credit Opportunities Fund VI (2023 Vintage)), Bpifrance Fund of Funds (France) (12 shared vehicles, e.g. Blackstone Credit Opportunities Fund IV (2022 Vintage)).

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