Marshall Wace North America
Asset Manager SEC-registered adviser
Legal name: Marshall Wace North America L.P.
New York, NY Website
AUM
$58.9B
Regulatory AUM
Private funds
14
Hedge Fund 12 · Private Equity 2
Private fund assets
$11.3B
Gross asset value
Employees
184
Last Form D raise
Jul 2026
Most recent fund filing
From SEC Form ADV filing (filed Jul 30, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
T
Funds(14)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Marshall Wace Long Strategies Icav - Mw Tops Americas Equities Fund | Hedge Fund | $901.6M | $729.5M | 7 | Jul 2026 | Hot |
| Mw Americas Tops Long-Only Fund LP | Hedge Fund | $3.0B | $2.2B | 12 | May 2026 | Hot |
| Marshall Wace Funds LP - Mw Tops Americas Equities (US) Fund | Hedge Fund | — | — | — | Mar 2026 | Warm |
| Marshall Wace Funds PLC - Mw Tops Erisa Fund | Hedge Fund | $355.1M | $326.0M | 9 | Dec 2025 | Warm |
| Marshall Wace Funds LP - Mw Americas Tops Long (US) Fund II | Hedge Fund | $645.4M | $155.0M | 1 | Dec 2025 | Warm |
| Marshall Wace Long Strategies Icav - Mw Americas Tops Long Fund II | Hedge Fund | $96.9M | — | — | Dec 2025 | Warm |
| Marshall Wace Funds LP - Mw Tops US Equities (US) Fund | Hedge Fund | $1.8B | $1.7B | 1 | Dec 2025 | Warm |
| Marshall Wace Funds LP - Mw Moontower (US) Fund | Hedge Fund | $755.1M | $683.0M | 1 | Dec 2025 | Warm |
| Mw Xo Health Innovations Fund, LP | Private Equity | $300.2M | $150.0M | 1 | Mar 2022 | Cold |
| Marshall Wace Investment Strategies - Tops US Equities Fund | Hedge Fund | $2.8B | — | — | — | |
| Marshall Wace Investment Strategies - Tops Americas Equities Fund | Hedge Fund | $1.6B | — | — | — | |
| Mw Americas Tops Long-Only Fund IV LP | Hedge Fund | $884.8M | — | — | — | |
| Marshall Wace Investment Strategies - Americas Tops Long Fund II | Hedge Fund | $761.5M | — | — | — | |
| Mw Xo Health Innovations Fund II, LP | Private Equity | $240.4M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 135902
- SEC file number
- 801-70586
- CIK
- 1325091
Sources
- SEC Form ADV Oct 14, 2026