Investment adviser · CRD 135902
MARSHALL WACE NORTH AMERICA L.P.
NEW YORK, NY, United States · Form ADV filed May 29, 2026
- Regulatory AUM
- $58.9B Form ADV · Item 5.F
- Client accounts
- 16 Accounts, not individual clients
- Employees
- 184 Reported in this filing
- Advisory professionals
- 112 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2022 | $28,400,375,450 | 90 | May 25, 2022 |
| 2023 | $18,865,467,136 | 102 | May 30, 2023 |
| 2024 | $28,564,650,578 | 154 | May 30, 2024 |
| 2025 | $33,003,676,842 | 201 | May 29, 2025 |
| 2026 | $58,869,761,275 | 184 | May 29, 2026 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 16 | $58,869,761,275 | 100.0% |
Filing source
Form ADV 2109391 · May 29, 2026 · Item 5.D
Reported by MARSHALL WACE NORTH AMERICA L.P. (CRD 135902).
Annual Updating Amendment for Registered Adviser · fiscal year 2026.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
14 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
MW AMERICAS TOPS LONG-ONLY FUND LPHedge Fund$3.01BGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 1411
Fund details & source
- Fund ID
- 805-4400927970
- Reported beneficial owners
- 13
- Minimum commitment
- $10M
- Form D file number
- 021-178159
Form ADV 2109391 · May 29, 2026 · Schedule D 7.B.(1)
Reported by MARSHALL WACE NORTH AMERICA L.P. (CRD 135902).
Annual Updating Amendment for Registered Adviser · fiscal year 2026.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
MARSHALL WACE INVESTMENT STRATEGIES - TOPS US EQUITIES FUNDHedge Fund$2.77BGross asset value
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 1411
Fund details & source
- Fund ID
- 805-8772732484
- Reported beneficial owners
- 3
- Minimum commitment
- $115K
Form ADV 2109391 · May 29, 2026 · Schedule D 7.B.(1)
Reported by MARSHALL WACE NORTH AMERICA L.P. (CRD 135902).
Annual Updating Amendment for Registered Adviser · fiscal year 2026.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
MARSHALL WACE FUNDS LP - MW TOPS US EQUITIES (US) FUNDHedge Fund$1.79BGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 1411
Fund details & source
- Fund ID
- 805-4638665579
- Reported beneficial owners
- 2
- Minimum commitment
- $500M
- Form D file number
- 021-327568
Form ADV 2109391 · May 29, 2026 · Schedule D 7.B.(1)
Reported by MARSHALL WACE NORTH AMERICA L.P. (CRD 135902).
Annual Updating Amendment for Registered Adviser · fiscal year 2026.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
MARSHALL WACE INVESTMENT STRATEGIES - TOPS AMERICAS EQUITIES FUNDHedge Fund · Master$1.56BGross asset value
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 1411
BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342
Fund details & source
- Fund ID
- 805-7421270484
- Reported beneficial owners
- 10
- Minimum commitment
- $115K
Form ADV 2109391 · May 29, 2026 · Schedule D 7.B.(1)
Reported by MARSHALL WACE NORTH AMERICA L.P. (CRD 135902).
Annual Updating Amendment for Registered Adviser · fiscal year 2026.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
MARSHALL WACE LONG STRATEGIES ICAV - MW TOPS AMERICAS EQUITIES FUNDHedge Fund · Feeder$902MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 1411
Fund details & source
- Fund ID
- 805-6738807135
- Reported beneficial owners
- 10
- Minimum commitment
- $115K
- Form D file number
- 021-343993
Form ADV 2109391 · May 29, 2026 · Schedule D 7.B.(1)
Reported by MARSHALL WACE NORTH AMERICA L.P. (CRD 135902).
Annual Updating Amendment for Registered Adviser · fiscal year 2026.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
MW AMERICAS TOPS LONG-ONLY FUND IV LPHedge Fund$885MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 1411
Fund details & source
- Fund ID
- 805-3028935381
- Reported beneficial owners
- 2
- Minimum commitment
- $600M
Form ADV 2109391 · May 29, 2026 · Schedule D 7.B.(1)
Reported by MARSHALL WACE NORTH AMERICA L.P. (CRD 135902).
Annual Updating Amendment for Registered Adviser · fiscal year 2026.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
MARSHALL WACE INVESTMENT STRATEGIES - AMERICAS TOPS LONG FUND IIHedge Fund · Master$762MGross asset value
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 1411
Fund details & source
- Fund ID
- 805-4633620537
- Reported beneficial owners
- 4
- Minimum commitment
- $115K
Form ADV 2109391 · May 29, 2026 · Schedule D 7.B.(1)
Reported by MARSHALL WACE NORTH AMERICA L.P. (CRD 135902).
Annual Updating Amendment for Registered Adviser · fiscal year 2026.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Aug 25, 2025 · previous imported filing
- Regulatory AUM$33,003,676,842 → $58,869,761,275
- Client accounts15 → 16
- Employees201 → 184
Filing source
Form ADV 2109391 · May 29, 2026 · Items 1 & 5
Reported by MARSHALL WACE NORTH AMERICA L.P. (CRD 135902).
Annual Updating Amendment for Registered Adviser · fiscal year 2026.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $58.9B
- Non-discretionary
- $0
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
66 HUDSON BOULEVARD EAST, 32ND FLOORNEW YORK, NY, 10001, United States
CRD 135902
Filing source
Form ADV 2109391 · May 29, 2026 · Items 1 & 5
Reported by MARSHALL WACE NORTH AMERICA L.P. (CRD 135902).
Annual Updating Amendment for Registered Adviser · fiscal year 2026.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.