Form D · Hedge Fund

Marshall Wace Funds PLC - MW Alpha Plus Fund

Dublin, L2 · CIK 0001691613

Offering snapshot reported Apr 3, 2026 · SEC filing

Reported sold: $317M
Investors reported: 10
Minimum accepted: $0
First sale: Nov 1, 2016

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$211,729,805 → $316,841,456
Reported investors8 → 10

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 3, 2026	Amendment	$316,841,456	$105,111,651vs Apr 4, 2025	10	SEC filing
Apr 4, 2025	Amendment	$211,729,805	$22,191,283vs Apr 5, 2024	8	SEC filing
Apr 5, 2024	Amendment	$189,538,522	$0vs Apr 7, 2023	8	SEC filing
Apr 7, 2023	Amendment	$189,538,522	$46,000,000vs Apr 8, 2022	8	SEC filing
Apr 8, 2022	Amendment	$143,538,522	$55,828,983vs Dec 7, 2021	8	SEC filing
Dec 7, 2021	Amendment	$87,709,539	$20,000,000vs Apr 9, 2021	7	SEC filing
Apr 9, 2021	Amendment	$67,709,539	$242,174vs Dec 7, 2020	6	SEC filing
Dec 7, 2020	Amendment	$67,467,365	$0vs Apr 8, 2020	6	SEC filing
Apr 8, 2020	Amendment	$67,467,365	$0vs Dec 6, 2019	6	SEC filing
Dec 6, 2019	Amendment	$67,467,365	$71,365vs Dec 7, 2018	6	SEC filing
Dec 7, 2018	Amendment	$67,396,000	$25,195,000vs Dec 7, 2017	5	SEC filing
Dec 7, 2017	Amendment	$42,201,000	$12,700,000vs Dec 7, 2016	5	SEC filing
Dec 7, 2016	Initial	$29,501,000	No comparison	3	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-275828

Source: Form D, filed Apr 3, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MARSHALL WACE FUNDS PLC - MW ALPHA PLUS FUND

Investment adviser: MARSHALL WACE LLP

Gross asset value: $3.07B
Beneficial owners: 198
ADV minimum commitment: $590K

Reported in Form ADV on May 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND SERVICES (IRELAND) LTD DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG DUBLIN, Ireland

Custodian CITCO BANK NEDERLAND N.V. DUBLIN BRANCH DUBLIN, Ireland Related to adviser: No

Marketer MORGAN STANLEY BANK ASIA LIMITED HONG KONG, Hong Kong Related to adviser: No

Marketer MORGAN STANLEY BANK ASIA LIMITED, SINGAPORE SINGAPORE, Singapore Related to adviser: No

Marketer MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD SYDNEY, Australia Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG
PCAOB 1411

Filing source

Form ADV 2109243 · May 29, 2026 · Schedule D 7.B.(1), fund 805-4961045014

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Gregory Bennett	Director
Robert Bovet	Director
Ronan Daly	Director
Patrick Flaherty	Director
David Hammond	Director
Barbara Healy	Director
Marshall Wace Llp	Promoter
Linburgh Martin	Director
Marion Mulvey	Director
Robert Thomas	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

32 Molesworth Street
Dublin, L2, 2