MARSHALL WACE NORTH AMERICA L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 135902
- Registered since
- September 22, 2009
- Website
- www.mwam.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Marshall Wace North America L.P. operates as a limited partnership focused on institutional clients and is SEC-registered since 2009. The firm is described as a multifaceted manager with activities spanning hedge fund and private equity strategies. It acts in commodity trading and advisory capacities (CPO/CTA) and provides portfolio management for pooled investment vehicles, often serving as sponsor, general partner, or managing member of those vehicles. Its commercial model combines asset-based management fees with performance-linked fees. The firm does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3LANCELOT ESTEIBAR
Chief Compliance OfficerCRD 6158691
TODD BUILIONE
CEOCRD 4001697
COURTNEY LEWIS
Partner, General Counsel and Chief Compliance OfficerCRD 6465553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$69.4M in ETFs
100%
$69.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VanEck Gold Miners ETF (GDX) | VanEck | Passive | Equity Precious Metals | $31.3M | 1,063,420 | 45.19% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 66 Hudson Blvd E
- Time zone
- ET (UTC-5)
- Office locations
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