Chairman, Director/elected Manager · WCM Investment Management
Kurt R. Winrich
CRD 2128635 · Named on Form ADV at 2 SEC-registered advisers
At a glance
WCM Investment Management, an SEC-registered asset manager based in Laguna Beach, CA with $96.8 billion in regulatory assets, lists Kurt R. Winrich on its Form ADV as Chairman, Director/elected Manager, a control person. The SEC filings also name Kurt at 1 other registered adviser.
Firms and roles
- WCM Investment ManagementChairman, Director/elected ManagerAsset manager · Laguna Beach, CA · $97B in regulatory assets
- Lone Peak Global Investors, LLCChairman, Director/elected ManagerAsset manager · Alpine, UT · $598M in regulatory assets
AtlasMembers
Kurt’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Paul R. BlackCo-Chief Executive Officer, Director/elected Manager, WCM Investment Management
- Sloane W. PayneChief Operations Officer, Director/elected Manager, WCM Investment Management
- Mike B. TriggCo-Chief Executive Officer, Director/elected Manager, WCM Investment Management
- Don K. KuoDeputy Chief Operating Officer, Secretary, WCM Investment Management
- David J. JoergerChief Compliance Officer, WCM Investment Management
5 more people named with Kurt on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kurt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.