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Wcas Management

SEC-registered adviser since 2012New York, NYCRD 155695

20
Clients
45
Advisory staff

From Form ADV filed 26 May 2026 · data retrieved 15 October 2026SEC record

Wcas Management is an investment adviser headquartered in New York, New York, and registered with the SEC since 2012. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. Jonathan Rather owns 75% or more of Wcas Management.

Clients

Wcas Management serves 20 clients. The average client has about $745 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles20 clients100%
Show client breakdown
Pooled investment vehicles
Clients
20
Regulatory AUM
$14,896,139,555
Share
100.0%
Avg. per client
$744.8M

Total

Clients
20
Regulatory AUM
$14,896,139,555
Share
100%
Avg. per client
$744.8M

What it does

Wcas Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Wcas Management advises 20 private funds.

100.0% of assets ($14.90B across 20 accounts) are managed with discretion. 14% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Wcas Management has custody of client assets.

Managed account assets by custodian
  • All other custodians$14.90B100%

Ownership and leadership

Jonathan Rather owns 75% or more of Wcas Management.

Who owns the firm
Wcas Management Corporation· the adviser
  • Jonathan Rather

    Control person · since June 2011

    Owns 75% or more of Wcas Management Corporation

Leadership

  • Michael Donovan
    Vice President
  • Brian Regan
    Vice President
  • Othon Prounis
    Acting Chief Compliance Officer & Acting General Counsel
  • Anthony Denicola
    Chairman
  • Dennis Mackesy
    Managing Partner
  • Jennifer Martin
    Treasurer
  • Jonathan Rather
    Shareholder

Staff

  • 105 employees
  • 45 in advisory functions

Fees

Wcas Management is paid through a percentage of assets under management and performance-based fees.

Wcas Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Wcas Management has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

New York · 1 listed address

  • 599 Lexington Avenue, Suite 1800, New YorkHQ

Registration details

Legal name
Wcas Management Corporation
Headquarters
599 Lexington Avenue, Suite 1800, New York, NY 10022
SEC file
801-73309
Structure
Delaware corporation
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Wcas Management have?

Wcas Management has 20 clients and manages $14.9 billion for them, as of May 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 May 2026

What services does Wcas Management offer?

Wcas Management provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Wcas Management have?

Wcas Management has 0 investment adviser representatives registered with state securities authorities, out of 105 employees, and 45 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Wcas Management?

Wcas Management’s direct owner is Jonathan Rather (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 26 May 2026

How does Wcas Management get paid?

Wcas Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 26 May 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 155695.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Wcas Management Corporation and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.