MARSHALL WACE NORTH AMERICA L.P.

MARSHALL WACE NORTH AMERICA L.P. of NEW YORK, NY is an SEC-registered investment adviser (CRD 135902). Regulatory assets under management: $58.9B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (11)

NameRoleLocation
Courtney EK LewisGENERAL COUNSEL
Todd Christopher BuilioneCHIEF EXECUTIVE OFFICER
Lancelot Llaneza EsteibarCHIEF COMPLIANCE OFFICER
BUILIONE TODD CHRISTOPHERCHIEF EXECUTIVE OFFICER
ROSE SUZANCHIEF COMPLIANCE OFFICER
SARGENT MICHAEL MANNINGCHIEF EXECUTIVE OFFICER
WACE IAN GERALDOWNER AND DIRECTOR; PARTNER
MARSHALL PAUL ROWNER AND DIRECTOR; PARTNER
LEWIS COURTNEY EKCHIEF COMPLIANCE OFFICER
Jones SvenCHIEF COMPLIANCE OFFICER
Courtney E.K. LewisGENERAL COUNSEL

Private funds (14)

Hedge Fund: 12 · Private Equity Fund: 2

FundTypeFormedOwnersGross asset valueMin investment
MW AMERICAS TOPS LONG-ONLY FUND LPHedge FundDelaware13$3.0B$10.0M
MARSHALL WACE INVESTMENT STRATEGIES - TOPS US EQUITIES FUNDHedge FundIreland3$2.8B$115K
MARSHALL WACE FUNDS LP - MW TOPS US EQUITIES (US) FUNDHedge FundDelaware2$1.8B$500.0M
MARSHALL WACE INVESTMENT STRATEGIES - TOPS AMERICAS EQUITIES FUNDHedge FundIreland10$1.6B$115K
MARSHALL WACE LONG STRATEGIES ICAV - MW TOPS AMERICAS EQUITIES FUNDHedge FundIreland10$901.6M$115K
MW AMERICAS TOPS LONG-ONLY FUND IV LPHedge FundDelaware2$884.8M$600.0M
MARSHALL WACE INVESTMENT STRATEGIES - AMERICAS TOPS LONG FUND IIHedge FundIreland4$761.5M$115K
MARSHALL WACE FUNDS LP - MW MOONTOWER (US) FUNDHedge FundDelaware2$755.1M$5.0M
MARSHALL WACE FUNDS LP - MW AMERICAS TOPS LONG (US) FUND IIHedge FundDelaware3$645.4M$50.0M
MARSHALL WACE FUNDS PLC - MW TOPS ERISA FUNDHedge FundIreland4$355.1M$115K
MW XO HEALTH INNOVATIONS FUND, LPPrivate Equity FundDelaware44$300.2M$20.0M
MW XO HEALTH INNOVATIONS FUND II, LPPrivate Equity FundDelaware18$240.4M$1.0M
MARSHALL WACE LONG STRATEGIES ICAV - MW AMERICAS TOPS LONG FUND IIHedge FundIreland1$96.9M$115K
MARSHALL WACE FUNDS LP - MW TOPS AMERICAS EQUITIES (US) FUNDHedge FundDelaware0

Branch offices (2)

CityStateEmployeesPhone
PALO ALTOCA3(650) 507-4680
CAMBRIDGEMA12122352817

Fund service providers (4)

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