WCM Investment Management
Overview
WCM Investment Management is a global growth equity specialist that focuses on competitive advantages and corporate culture to seek long-term excess returns, while trying to mitigate downside risk. The firm provides services for a diverse client base including individual investors, corporations, public and private funds, Taft-Hartley plans, foundations, and endowments. WCM's primary goal is to generate long-term, sustainable excess returns for clients through a culture of innovation, close alignment of employee incentives, and a flat power structure that fosters meritocracy and debate.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Anthropic | Sep 2025 | Series F | Co-investor |
| Databricks | Aug 2026 | Strategic | Co-investor |
| Anduril Industries | Dec 2022 | Series E | Co-investor |
| Scale AI | May 2024 | Series F | Co-investor |
| ClickHouse | Jan 2026 | Series D | Co-investor |
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Key People
Mike Trigg
Portfolio Manager President
Preston Phillips
Managing Director
James VanDenBergh
Partner
Alan Tu
Portfolio Manager
Andrew Wiechert
Portfolio Manager
Anthony Glickhouse
Portfolio Manager
Chad Hoffman
Portfolio Manager
Charlotte Sargent
Consultant Client Portfolio Manager
Don Kuo
Portfolio Manager
Drew French
Portfolio Manager
Fred Nuñez
Portfolio Manager
John Rackers
Portfolio Manager
Jon Detter
Portfolio Manager
Jon Tringale
Portfolio Manager
Michael Hayward
Portfolio Manager
Michael Tian
Portfolio Manager
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is WCM Investment Management based?
WCM Investment Management is headquartered in Laguna Beach, California, United States.
When was WCM Investment Management founded?
WCM Investment Management was founded in 1976.
How many portfolio companies does WCM Investment Management have?
WCM Investment Management has 9 portfolio companies in Caplight's dataset.
What are some companies in WCM Investment Management's portfolio?
Portfolio companies visible on Caplight include Anthropic, Databricks, Anduril Industries, Scale AI, ClickHouse.
What was WCM Investment Management's most recent investment shown here?
WCM Investment Management's most recent investment in this portfolio sample was in Databricks in 2026.
What sectors does WCM Investment Management focus on?
WCM Investment Management focuses on Consumer & Commerce, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Consumer & Commerce, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, FinTech, Energy & Sustainability, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software.
What company stages does WCM Investment Management focus on?
WCM Investment Management typically invests at the Late stage.
What is WCM Investment Management's AUM?
WCM Investment Management's assets under management are estimated between $10.0B and $100.0B.