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| Marshall Wace North America LP
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|
|
|---|---|
| CRD # | 135902 |
| SEC # | 801-70586 |
| CIK # | |
| AUM | $58.9 B (2026-05-29) |
| Employees | 184 (61% Investors, 0% Brokers) |
| Phone | 212-235-2800 |
| Address | 66 Hudson Boulevard East New York, NY 10001 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Marshall Wace Funds LP - MW TOPS Americas Equities US Fund | [2026-05-29] | 0.0 | 0.0 |
| PE | MW XO Health Innovations Fund II LP | [2024-01-29] | 150.0 | 240.4 |
| HF | Marshall Wace Investment Strategies Japan Market Neutral Fund II | 2023-02-07 | 136.8 | |
| HF | Marshall Wace Funds LP - MW Moontower US Fund | [2022-02-03] | 683.0 | 755.1 |
| HF | MW Americas TOPS Long-Only Fund IV LP | 2022-02-03 | 884.8 | |
| HF | Marshall Wace Funds LP - TOPS World Equities US Fund II | 2021-05-28 | 819.7 | |
| HF | Marshall Wace Investment Strategies - Americas TOPS Environmental Focus Long Fund | 2021-05-28 | 74.3 | |
| HF | Marshall Wace Long Strategies ICAV - MW Americas TOPS Environmental Focus Long Fund | 2021-05-28 | 6.1 | |
| HF | Marshall Wace Long Strategies ICAV - MW Americas TOPS Long Fund II | [2021-02-24] | 0.0 | 96.9 |
| PE | MW XO Health Innovations Fund LP | [2021-02-24] | 150.0 | 300.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 16 | 58.9 |
| (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 | 16 | 58.9 |
| By Discretionary | ||
| Discretionary | 16 | 58.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 58.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 54.6 | |
| United States Persons | 4.3 | |
| Total | 16 | 58.9 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State and Local Retirement System | |
| North Carolina Retirement Services |
| Form D Directors | # Filings | # Firms | 2011 - 2026 | |
|---|---|---|---|---|
| Scott Lennon | 161 | |||
| Alaina Danley | 110 | |||
| Gregory Bennett | 131 | |||
| Linburgh Martin | 207 | |||
| Ronan Daly | 179 | |||
| Barbara Healy | 91 | |||
| Robert Thomas | 113 | |||
| David Hammond | 83 | |||
| Robert Bovet | 78 | |||
| Marshall Wace LLP | 57 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BlackRock Capital Investment Advisors LLC
✚
|
DE | 66.9 |
|
Blue Owl Credit Advisors LLC
✚
|
NY | 64.9 |
|
Digitalbridge Investment Management LLC
✚
|
FL | 61.1 |
|
American Beacon Advisors Inc
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|
TX | 59.9 |
|
Blackstone Private Credit Strategies LLC
✚
|
NY | 57.9 |
|
TA Associates Management LP
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|
MA | 55.1 |
|
Veritas Capital Fund Management LLC
✚
|
NY | 53.8 |
|
Farallon Capital Management LLC
✚
|
CA | 52.1 |
|
Blackstone Liquid Credit Advisors I LLC
✚
|
NY | 51.6 |
|
Crescent Capital Group LP
✚
|
CA | 49.7 |