Wcp Investment Manager Ii, LLC

SEC-regulated
Registered investment advisor
WCP Investment Manager II, LLC, established in January 2019, is an SEC-registered investment adviser specializing in real estate, real estate-related financial assets, and financial services-related assets. The firm manages privately offered investment funds and separately managed accounts, focusing on commercial real estate, lodging, housing, real assets, specialty finance, and banking. The firm's investment strategies emphasize preservation of capital, downside protection, and current cash flow, with a flexible approach to take advantage of market conditions. WCP IM II had $293,547,473 in regulatory assets under management as of December 31, 2021, with both discretionary and non-discretionary management. Clients pay management fees between 0.75% and 1.5% per annum, with additional performance-based fees. The firm's investment philosophy includes a conservative yet flexible approach, focusing on transactions "off the beaten path" and actively managing assets to create value. WCP IM II has a Code of Ethics to ensure client interests are prioritized and maintains custody of client assets through qualified custodians. The firm has no disciplinary events to disclose and votes proxies in the best interests of clients. WCP IM II has not filed for bankruptcy and has no financial conditions impairing its ability to meet commitments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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