WCAS MANAGEMENT CORPORATION
Adviser information for WCAS MANAGEMENT CORPORATION last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 100 |
|---|---|
| Investment Advisory/Research | 65 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 22 | $15.1B |
| Non-Discretionary | 0 | $0 |
| Total | 22 | $15.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 22 | $15.1B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 14 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73309 |
|---|---|
| SEC ERA File Number | 801-73309 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 155695 |
| Legal Entity Identifier | None |
Principal Office
599 LEXINGTON AVENUE, SUITE 1800NEW YORK
NY
United States
Monday - Friday, 8AM-5PM
Tel: 212-893-9500, Fax: 212-893-9575
Websites
Chief Compliance Officer
JONATHAN RATHER
CHIEF FINANCIAL OFFICER
599 LEXINGTON AVENUE
SUITE 1800
NEW YORK
NY
United States
Tel:
(212) 893-9570
Fax:
(212) 735-0800
J******@*******M
(Full email address available in API data)
Regulatory Contact
DAVID MINTZ
VP OF FINANCE AND ADMINISTRATION
599 LEXINGTON AVENUE
SUITE 1800
NEW YORK
NY
United States
Tel:
(212) 893-9509
Fax:
(212) 735-0809
D*****@*******M
(Full email address available in API data)
Industry Affiliates
| THOMAS A. SCULLY | Lawyer or law firm |
| WCAS CO-INVEST ASSOCIATES | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| WCAS XI ASSOCIATES | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| WCAS XII ASSOCIATES | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| WCAS XII ASSOCIATES CAYMAN | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| WCAS XIII ASSOCIATES | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| WCAS XIV ASSOCIATES | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| WCAS XIV CO-INVEST ASSOCIATES | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MUIR WOODS PARTNERS, L.P. | Private Equity Fund | $250.5M | $0.0M | 2 |
| WCAS XI CO-INVESTORS LLC | Private Equity Fund | $0.9M | $0.0M | 25 |
| WCAS XII CO-INVESTORS LLC | Private Equity Fund | $31.6M | $0.0M | 25 |
| WCAS XIII CAYMAN, L.P. | Private Equity Fund | $345.7M | $0.0M | 15 |
| WCAS XIII CO-INVESTORS LLC | Private Equity Fund | $207.4M | $0.0M | 50 |
| WCAS XIII FEEDER FUND, L.P. | Private Equity Fund | $90.4M | $0.0M | 214 |
| WCAS XIII, L.P. | Private Equity Fund | $4,989.3M | $0.0M | 130 |
| WCAS XIV CAYMAN, L.P. | Private Equity Fund | $404.0M | $10.0M | 0 |
| WCAS XIV CO-INVESTORS I LLC | Private Equity Fund | $133.1M | $0.0M | 100 |
| WCAS XIV CO-INVESTORS II LLC | Private Equity Fund | $84.5M | $0.0M | 110 |
| WCAS XIV FEEDER FUND, L.P. | Private Equity Fund | $126.9M | $0.0M | 320 |
| WCAS XIV FLORA CO-INVEST, L.P. | Private Equity Fund | $202.8M | $0.0M | 2 |
| WCAS XIV N CO-INVEST, L.P. | Private Equity Fund | $114.5M | $0.0M | 6 |
| WCAS XIV, L.P. | Private Equity Fund | $4,733.2M | $10.0M | 130 |
| WCAS-CO-INVEST HOLDCO, L.P. | Private Equity Fund | $380.1M | $0.0M | 5 |
| WELSH, CARSON, ANDERSON & STOWE XI, L.P. | Private Equity Fund | $282.6M | $0.0M | 190 |
| WELSH, CARSON, ANDERSON & STOWE XII CAYMAN, L.P. | Private Equity Fund | $389.9M | $0.0M | 8 |
| WELSH, CARSON, ANDERSON & STOWE XII DELAWARE II FEEDER FUND, L.P. | Private Equity Fund | $12.5M | $0.0M | 93 |
| WELSH, CARSON, ANDERSON & STOWE XII DELAWARE II, L.P. | Private Equity Fund | $59.9M | $0.0M | 3 |
| WELSH, CARSON, ANDERSON & STOWE XII DELAWARE, LP | Private Equity Fund | $374.1M | $0.0M | 2 |
| WELSH, CARSON, ANDERSON & STOWE XII FEEDER FUND, L.P. | Private Equity Fund | $46.5M | $0.0M | 143 |
| WELSH, CARSON, ANDERSON & STOWE XII, L.P. | Private Equity Fund | $2,153.2M | $0.0M | 130 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DENICOLA, ANTHONY, JAMES | Individual | – | CHAIRMAN | 12/2012 | < 5% |
| MACKESY, DENNIS, SCOTT | Individual | – | MANAGING PARTNER | 01/2016 | < 5% |
| RATHER, JONATHAN, M (MI ONLY) | Individual | – | SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER | 06/2011 | > 75% |
| REGAN, BRIAN, THOMAS | Individual | – | VICE PRESIDENT | 01/2016 | < 5% |
| DONOVAN, MICHAEL, EDWARD | Individual | – | VICE PRESIDENT | 01/2016 | < 5% |
| HOOPER, CHRISTOPHER, J | Individual | – | SHAREHOLDER | 07/2023 | 10-25% |
| SOBOL, EDWARD, PETER | Individual | – | SHAREHOLDER | 07/2023 | 10-25% |