WCM Partners X, LLC - Series X2 Files D, Exempt Offering Under 3(c)(7)

TL;DR

**WCM Partners X, LLC - Series X2 filed a Form D for an exempt offering, confirming its status as a private fund under 3(c)(7).**

AI Summary

WCM Partners X, LLC - Series X2, a Delaware-incorporated entity, filed a Form D on March 24, 2026, indicating a notice of an exempt offering of securities. This filing specifically notes that the company operates under Section 3(c)(7) of the Investment Company Act, meaning it is a private investment fund that sells securities only to qualified purchasers. For investors, this matters because it signals that WCM Partners X, LLC - Series X2 is raising capital from a select group of sophisticated investors, which is typical for private funds and doesn't directly impact public stock ownership.

Why It Matters

This filing indicates WCM Partners X, LLC - Series X2 is a private fund raising capital from qualified purchasers, which is standard for such entities and doesn't directly affect public market investors.

Risk Assessment

Risk Level: low — This is a routine administrative filing for a private fund and does not indicate any direct risk to public market investors.

Analyst Insight

Public investors should note this filing is for a private fund and does not directly impact publicly traded securities; no immediate action is required.

Key Players & Entities

• WCM Partners X, LLC - Series X2 (company) — the filer of the Form D
• DE (company) — State of Incorporation for WCM Partners X, LLC - Series X2
• 0002117917 (company) — CIK for WCM Partners X, LLC - Series X2

FAQ

Key Financial Figures

• $1 — enues   No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,
• $1,000,000 — No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,
• $5,000,000 — Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001
• $1,000,001 — e   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000
• $5,000,001 — $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000
• $25,000,000 — $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000   $25,000,001
• $25,000,001 — $25,000,000 $5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,0
• $50,000,000 — 5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,0
• $100,000,000 — 25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $1
• $50,000,001 — 0,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $100,000,000   O

Filing Documents

• primary_doc.html (D)
• primary_doc.xml (D) — 7KB
• 0002117917-26-000001.txt ( ) — 9KB

From the Filing

Form D FORM D Notice of Exempt Offering of Securities UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. OMB APPROVAL OMB Number: 3235-0076 Estimated Average burden hours per response: 4.0 1. Issuer's Identity CIK (Filer ID Number) Previous Name(s) None Entity Type Corporation Limited Partnership   Limited Liability Company   General Partnership   Business Trust Other Class Series for LLC   Name of Issuer   WCM Partners X, LLC - Series X2 Jurisdiction of Incorporation/Organization DELAWARE   Year of Incorporation/Organization Over Five Years Ago Within Last Five Years (Specify Year) 2026 Yet to Be Formed           2. Principal Place of Business and Contact Information Name of Issuer   WCM Partners X, LLC - Series X2 Street Address 1 Street Address 2   281 BROOKS STREET     LAGUNA BEACH   CALIFORNIA     92651   949.380.0200   3. Related Persons Last Name First Name Middle Name WCM Partners X MM, LLC (none) Street Address 1 Street Address 2   281 Brooks Street       Laguna Beach   CALIFORNIA   92651   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Managing Member of the Issuer Last Name First Name Middle Name WCM Investment Management, LLC (none) Street Address 1 Street Address 2   281 Brooks Street       Laguna Beach   CALIFORNIA   92651   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Managing Member of the Managing Member of the Issuer Last Name First Name Middle Name Joerger David Street Address 1 Street Address 2   281 Brooks Street       Laguna Beach   CALIFORNIA   92651   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary)   Last Name First Name Middle Name Payne Sloane Street Address 1 Street Address 2   281 Brooks Street       Laguna Beach   CALIFORNIA   92651   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary)   4. Industry Group   Agriculture Banking & Financial Services     Commercial Banking     Insurance   Investing     Investment Banking     Pooled Investment Fund Hedge Fund Other Investment Fund Private Equity Fund Venture Capital Fund *Is the issuer registered as an investment company under the Investment Company Act of 1940? Yes  No   Other Banking & Financial Services   Business Services Energy     Coal Mining     Electric Utilities     Energy Conservation     Environmental Services     Oil & Gas     Other Energy Health Care     Biotechnology     Health Insurance     Hospitals & Physicians     Pharmaceuticals     Other Health Care                         Manufacturing Real Estate   Commercial   Construction   REITS & Finance   Residential Other Real Estate   Retailing Restaurants Technology   Computers   Telecommunications   Other Technology Travel   Airlines & Airports   Lodging & Conventions   Tourism & Travel Services   Other Travel Other        5. Issuer Size Revenue Range Aggregate Net Asset Value Range No Revenues   No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $100,000,000   Over $100,000,000   Decline to Disclose   Decline to Disclose   Not Applicable   Not Applicable   6. Federal Exemption(s) and Exclusion(s) Claimed (select all that apply) Rule 504(b)(1) (not (i), (ii) or (iii)) Rule 506(b)         Rule 504 (b)(1)(i) Rule 506(c) Rule 504 (b)(1)(ii) Securities Act Section 4(a)(5) Rule 504 (b)(1)(iii) Investment Company Act Section 3(c) Section 3(c)(1) Section 3(c)(9) Section 3(c)(2) Section 3(c)(10) Section 3(c)(3) Section 3(c)(11) Section 3(c)(4) Section 3(c)(12) Section 3(c)(5) Section 3(c)(13) Section 3(c)(6) Section 3(c)(14) Section 3(c)(7)     7. Type of Filing   New Notice Date of First Sale       First Sale Yet to Occur   Amendment     8. Duration of Offering Does the Issuer intend this offering to last more than one year?   Yes   No     9. Type(s) of Securities Offered (select all that apply) Pooled Investment Fund Interests Equity Tenant-in-Common Securities Debt Mineral Property Securities Option, Warrant or Other Right to Acquire Another Security Security to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire Security Other (describe)       10. Business Combination Transaction Is this offering being made in connection with a business combination transaction, such as a merger, acquisition or exchange offer?   Yes   No Clarification of Response (if Necessary)       11. Minimum Investment Minimum investment accepted from any outside investor $   0 USD 12. Sales Compensation Recipient   Recipient CRD Number None     (Associated) Broker or Dealer None (A

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View this D filing on SEC EDGAR