|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Marshall Wace North America LP
✚
|
|
|---|---|
| CRD # | 135902 |
| SEC # | 801-70586 |
| CIK # | |
| AUM | $33.0 B (2025-05-29) |
| Employees | 201 (54% Investors, 0% Brokers) |
| Phone | 212-235-2800 |
| Address | 350 Park Avenue New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | MW XO Health Innovations Fund II LP | [2024-01-29] | 150.0 | 55.8 |
| HF | Marshall Wace Investment Strategies Japan Market Neutral Fund II | 2023-02-07 | 136.8 | |
| HF | Marshall Wace Funds LP - MW Moontower US Fund | [2022-02-03] | 683.0 | 794.4 |
| HF | MW Americas TOPS Long-Only Fund IV LP | 2022-02-03 | 760.1 | |
| HF | Marshall Wace Funds LP - TOPS World Equities US Fund II | 2021-05-28 | 819.7 | |
| HF | Marshall Wace Investment Strategies - Americas TOPS Environmental Focus Long Fund | 2021-05-28 | 74.3 | |
| HF | Marshall Wace Long Strategies ICAV - MW Americas TOPS Environmental Focus Long Fund | 2021-05-28 | 6.1 | |
| HF | Marshall Wace Long Strategies ICAV - MW Americas TOPS Long Fund II | [2021-02-24] | 0.0 | 117.3 |
| PE | MW XO Health Innovations Fund LP | [2021-02-24] | 150.0 | 230.9 |
| HF | Marshall Wace Common Contractual Fund - Mwccf Americas TOPS Long-Only Fund | 2020-05-28 | 2,512.9 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 33.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 33.0 |
| By Discretionary | ||
| Discretionary | 15 | 33.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 33.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 33.0 | |
| United States Persons | 0.0 | |
| Total | 15 | 33.0 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System | |
| North Carolina Retirement Services |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Scott Lennon | 159 | |||
| Alaina Danley | 108 | |||
| Gregory Bennett | 125 | |||
| Linburgh Martin | 207 | |||
| Ronan Daly | 179 | |||
| Barbara Healy | 86 | |||
| David Hammond | 79 | |||
| Robert Bovet | 77 | |||
| Barry McGrath | 41 | |||
| Marshall Wace LLP | 53 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Silver Point Capital LP
✚
|
CT | 37.1 |
|
Templeton Asset Management Ltd
✚
|
35.6 | |
|
Sound Point Capital Management LP
✚
|
NY | 34.5 |
|
Octagon Credit Investors LLC
✚
|
NY | 34.3 |
|
StepStone Group Real Assets LP
✚
|
CA | 33.1 |
|
Fundsmith LLP
✚
|
30.6 | |
|
Blackstone Credit Systematic Strategies LLC
✚
|
NY | 30.1 |
|
Brigade Capital Management LP
✚
|
NY | 29.8 |
|
Redding Ridge Asset Management LLC
✚
|
NY | 29.8 |
|
Catterton Management Company LLC
✚
|
CT | 29.6 |