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CRD 135902
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-05-29 (filing); first seen by DFX 2026-09-15.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| MW AMERICAS TOPS LONG-ONLY FUND LP | Hedge Fund | $2.6B | Jun 27, 2024 | 12 | May 29, 2013 | reported | 021-178159 |
| MARSHALL WACE COMMON CONTRACTUAL FUND - MWCCF AMERICAS TOPS LONG-ONLY FUND | Hedge Fund | $2.5B | Feb 7, 2023 | 1 | May 28, 2020 | dropped | n/a |
| MARSHALL WACE EUUT - MWEUUT AMERICAS TOPS LONG-ONLY FUND | Hedge Fund | $2.4B | Feb 7, 2023 | 1 | May 28, 2020 | dropped | n/a |
| MARSHALL WACE INVESTMENT STRATEGIES - TOPS US EQUITIES FUND | Hedge Fund | $1.4B | Jun 27, 2024 | 3 | Apr 12, 2019 | reported | n/a |
| MARSHALL WACE INVESTMENT STRATEGIES - NORTH AMERICA TOPS 150/50 FUND | Hedge Fund | $1.4B | Jan 29, 2024 | 2 | Jul 16, 2018 | reported | n/a |
| MARSHALL WACE INVESTMENT STRATEGIES - AMERICAS TOPS LONG-ONLY FUND | Hedge Fund | $1.1B | May 28, 2020 | 1 | May 27, 2016 | dropped | n/a |
| MARSHALL WACE MANAGED ACCOUNTS ICAV - MW AMERICAS TOPS LONG-ONLY FUND | Hedge Fund | $1.1B | May 28, 2020 | 1 | Jan 25, 2018 | dropped | n/a |
| MARSHALL WACE FUNDS LP - MW TOPS US EQUITIES (US) FUND | Hedge Fund | $1.0B | Jun 27, 2024 | 2 | Apr 12, 2019 | reported | 021-327568 |
| MARSHALL WACE INVESTMENT STRATEGIES - AMERICAS TOPS LONG FUND II | Hedge Fund | $982M | Jun 27, 2024 | 5 | Jan 17, 2018 | reported | n/a |
| MARSHALL WACE FUNDS LP - MW AMERICAS TOPS LONG (US) FUND II | Hedge Fund | $873M | Jun 27, 2024 | 4 | Jan 17, 2018 | reported | 021-420021 |
| MARSHALL WACE FUNDS LP - MW NORTH AMERICA TOPS 150/50 (US) FUND | Hedge Fund | $807M | Jan 29, 2024 | 2 | Jul 16, 2018 | reported | n/a |
| MARSHALL WACE FUNDS LP - MW MOONTOWER (US) FUND | Hedge Fund | $800M | Jun 27, 2024 | 2 | Feb 3, 2022 | reported | 021-420021 |
| MW AMERICAS TOPS LONG-ONLY FUND IV LP | Hedge Fund | $712M | Jun 27, 2024 | 2 | Feb 3, 2022 | reported | n/a |
| MARSHALL WACE INVESTMENT STRATEGIES - AMERICAS TOPS FUND | Hedge Fund | $446M | May 17, 2012 | 19 | Mar 30, 2012 | dropped | n/a |
| MARSHALL WACE FUNDS PLC - MW TOPS ERISA FUND | Hedge Fund | $359M | Jun 27, 2024 | 4 | May 5, 2015 | reported | 021-230910 |
| MARSHALL WACE INVESTMENT STRATEGIES - TOPS AMERICAS EQUITIES FUND | Hedge Fund | $350M | Jun 27, 2024 | 4 | May 28, 2020 | reported | n/a |
| MW XO HEALTH INNOVATIONS FUND, LP | Private Equity Fund | $222M | Jun 27, 2024 | 44 | Feb 24, 2021 | reported | 021-391817 |
| MARSHALL WACE FUNDS PLC - MW JAPAN GEKIRIN FUND | Hedge Fund | $209M | May 17, 2018 | 13 | Mar 30, 2012 | dropped | 021-152268 |
| MARSHALL WACE LONG STRATEGIES ICAV - MW TOPS AMERICAS EQUITIES FUND | Hedge Fund | $209M | Jun 27, 2024 | 4 | May 28, 2020 | reported | 021-343993 |
| MARSHALL WACE LONG STRATEGIES ICAV - MW AMERICAS TOPS LONG FUND II | Hedge Fund | $80.9M | Jun 27, 2024 | 1 | Feb 24, 2021 | reported | 021-391355 |
| MARSHALL WACE INVESTMENT STRATEGIES - AMERICAS TOPS ENVIRONMENTAL FOCUS LONG FUND | Hedge Fund | $74.3M | Jun 27, 2024 | 5 | May 28, 2021 | reported | n/a |
| MW XO HEALTH INNOVATIONS FUND II, LP | Private Equity Fund | $63.3M | Jun 27, 2024 | 17 | Jan 29, 2024 | reported | 021-391817 |
| MARSHALL WACE FUNDS PLC - MW MARKET NEUTRAL TOPS ERISA FUND | Hedge Fund | $63.1M | Jul 24, 2014 | 1 | Mar 30, 2012 | dropped | n/a |
| MARSHALL WACE FUNDS PLC - MW GLOBAL TOPS ERISA FUND | Hedge Fund | $28.5M | May 17, 2012 | 1 | Mar 30, 2012 | dropped | 021-152270 |
| MARSHALL WACE FUNDS PLC - MW AMERICAS TOPS FUND | Hedge Fund | $15.0M | May 17, 2012 | 18 | Mar 30, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BUILIONE, TODD, CHRISTOPHER | CHIEF EXECUTIVE OFFICER | Na | yes | 09/2023 | Dec 6, 2023 | Jun 27, 2024 |
| KAPPA HOLDINGS LTD. | Shareholder | C | yes | 10/2015 | Jan 17, 2018 | Jun 27, 2024 |
| KKR & CO. INC. | Shareholder | E | yes | 05/2022 | Jul 16, 2018 | Jun 27, 2024 |
| KKR GROUP CO. INC. | Shareholder | E | yes | 05/2022 | Jun 29, 2022 | Jun 27, 2024 |
| KKR GROUP HOLDINGS CORP. | SHAREHOLDER & GENERAL PARTNER | D | yes | 07/2018 | Jul 16, 2018 | Jun 27, 2024 |
| KKR GROUP PARTNERSHIP L.P. | Shareholder | E | yes | 10/2009 | Jul 22, 2020 | Jun 27, 2024 |
| KKR MANAGEMENT LLP | Shareholder | E | yes | 07/2018 | May 28, 2021 | Jun 27, 2024 |
| LEWIS, COURTNEY, E.K. | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2019 | May 29, 2019 | Jun 27, 2024 |
| MARSHALL WACE LLC | GENERAL PARTNER | Na | yes | 06/2004 | Mar 30, 2012 | Jun 27, 2024 |
| MW GROUP (GP) LTD | SHAREHOLDER & GENERAL PARTNER | C | yes | 10/2015 | Nov 30, 2015 | Jun 27, 2024 |
| MW GROUP LP | Shareholder | E | yes | 10/2015 | Nov 30, 2015 | Jun 27, 2024 |
| MW LTD | MANAGING MEMBER | E | yes | 03/2020 | Nov 30, 2015 | Jun 27, 2024 |
| MWAM NORTH AMERICA LLP | LIMITED PARTNER | E | yes | 04/2020 | May 28, 2020 | Jun 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MARSHALL WACE ASIA LIMITED | n/a | Former SEC adviser | $8.3B | N | yes | n/a |
| MARSHALL WACE LLP | n/a | n/a | n/a | N | yes | n/a |
| MARSHALL WACE SINGAPORE PTE. LTD. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Cambridge | Ma | United States | 2 | no |
| Austin | TX | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | May 30, 2024 | $29B | $29B | 154 | 89 | 4 | 15 | $9.7B |
| 2023 | May 30, 2023 | $19B | $19B | 102 | 60 | 7 | 17 | $12B |
| 2022 | May 25, 2022 | $28B | $28B | 90 | 62 | 5 | 25 | $18B |
| 2021 | May 28, 2021 | $27B | $27B | 80 | 55 | 4 | 23 | $16B |
| 2020 | May 28, 2020 | $19B | $19B | 72 | 34 | 3 | 20 | $10B |
| 2019 | May 29, 2019 | $20B | $20B | 60 | 30 | 2 | 16 | $11B |
| 2018 | May 17, 2018 | $17B | $17B | 60 | 30 | 2 | 13 | $5.7B |
| 2017 | May 18, 2017 | $10B | $10B | 45 | 23 | n/a | 10 | $2.6B |
| 2016 | May 27, 2016 | $7.4B | $7.4B | 36 | 17 | n/a | 9 | $2.8B |
| 2015 | May 5, 2015 | $3.3B | $3.3B | 34 | 12 | n/a | 2 | $659M |
| 2014 | May 29, 2014 | $4.7B | $4.7B | 24 | 10 | n/a | 2 | $545M |
| 2013 | May 29, 2013 | $1.5B | $1.5B | 21 | 6 | n/a | 2 | $329M |
| 2012 | May 17, 2012 | $1.4B | $1.4B | n/a | n/a | n/a | 5 | $519M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $59B | $19B | 212.1% | $27B | 30.2% | 184 | 102 | 2 | 7 |