Marshall Wace North America L.P.

RIASEC RegisteredEst. 2009

Total AUM

$58.9B

Discretionary

$58.9B

100% of AUM

Avg account

$3.7B

Accounts

16

Employees

184

Advisory reps

2

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

FINTRX

Overview

Marshall Wace North America L.P. operates as a limited partnership registered with the SEC since 2009. The firm is classified across hedge fund, private equity fund, and multifaceted fund manager activities and serves an institutional client base. It acts as a CPO/CTA and provides portfolio management for pooled investment vehicles, charging both a percentage-of-AUM fee and performance-based fees. The adviser is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Lancelot Esteibar
Chief Compliance OfficerCRD 6158691
Todd Builione
CEOCRD 4001697

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 6

Active vs passive

$69.4M in ETFs

Passive

100%

$69.4M

Active

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%

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Primary office

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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