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Marshall Wace North America L.P.

● SEC registered since 2009CRD 135902SEC# 801-70586New York, NY
Export (members)
Ranks #215 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$33B
Fund GAV
$9.94B
Private funds
13
Employees
201
Accounts
15
Location
New York, NY

Marshall Wace North America L.P. assets under management

Marshall Wace North America L.P. operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2009. It reports $33 billion in regulatory assets under management and employs 201 people. Marshall Wace North America L.P. manages 13 private funds with combined gross assets of $9.9 billion, including Mw Americas Tops Long-Only Fund LP. By regulatory assets, it ranks 215 of 5,911 private fund managers.

Marshall Wace North America L.P. private funds

13 funds · $9.94B GAV
FundTypeGross assetsMin.
Mw Americas Tops Long-Only Fund LPHedge$2.72B$10M
Marshall Wace Investment Strategies - Tops US Equities FundHedge$1.82B$108K
Marshall Wace Funds LP - Mw Tops US Equities (US) FundHedge$1.2B$500M
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Marshall Wace North America L.P. owners & executives

14 reported
NameTitleOwnershipSince
Courtney E.k. Lewis ControlGeneral CounselUnder 5%2019
Lancelot Llaneza Esteibar ControlChief Compliance OfficerUnder 5%2025
Marshall Wace LLC ControlGeneral PartnerUnder 5%2004
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Frequently asked questions

How much does Marshall Wace North America L.P. manage?

Marshall Wace North America L.P. reports $33 billion in regulatory assets under management on its Form ADV.

How many private funds does Marshall Wace North America L.P. manage?

Marshall Wace North America L.P. manages 13 private funds with combined gross assets of $9.9 billion.

How many employees does Marshall Wace North America L.P. have?

Marshall Wace North America L.P. reports 201 employees.

Where is Marshall Wace North America L.P. located?

Marshall Wace North America L.P. is based in New York, NY and has been SEC-registered since 2009.

Does Marshall Wace North America L.P. disclose fund performance?

Marshall Wace North America L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address66 Hudson Boulevard East, 32nd Floor, New York, NY 10001
Phone212-235-2800
Office hours8:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1325091
Discloses disciplinary historyNo

Assets under management

Discretionary$33B
Non-discretionary$0
Total (RAUM)$33B

Service providers

Custodian
Administrator