Wc Capital Management, LLC (Rosemont)

Wc Capital Management, LLC is a large advisory firm based in Rosemont. It manages $1.27 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Illinois and Michigan.

Wc Capital Management provides portfolio management for pooled investment vehicles and portfolio company management services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wc Capital Management: assets under management

The assets under management (AUM) of Wc Capital Management, LLC is $1.27 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.27 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $636.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wc Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wc Capital Management, LLC

John Anthony Hatherly has been acting as President since 1 Aug 2014. Roy E Sroka joined the executive team most recently as the Chief Financial Officer, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Anthony Hatherly	President	1 Aug 2014	75% - 100%	1538473
Roy E Sroka	Chief financial officer, chief compliance officer	1 Aug 2014	Other	6028342
Terry M Theodore	Executive vice president	1 Aug 2014	Other	6028350
Francis G Hayes	Executive vice president	1 Aug 2014	Other	6028346

Based in Rosemont

The principal office where Wc Capital Management, LLC performs its advisory services is located at 6250 North River Road, Rosemont, IL 60018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.