MARSHALL WACE NORTH AMERICA L.P.
CRD #135902 SEC #801-70586 NEW YORK, NY 212-235-2800
SEC Registered Private Funds
Total AUM
$33B
Discretionary
$33B
Employees
201
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $33B | $33B | $0 | 201 | 15 |
| May 2025 | $33B | $33B | $0 | 201 | 15 |
| Jun 2024 | $36.2B | $36.2B | $0 | 154 | 18 |
| May 2024 | $28.6B | $28.6B | $0 | 154 | 18 |
| Jan 2024 | $18.9B | $18.9B | $0 | 102 | 0 |
| Dec 2023 | $18.9B | $18.9B | $0 | 102 | 0 |
| Jun 2023 | $18.9B | $18.9B | $0 | 102 | 0 |
| May 2023 | $18.9B | $18.9B | $0 | 102 | 0 |
| Feb 2023 | $28.4B | $28.4B | $0 | 90 | 27 |
| Nov 2022 | $28.4B | $28.4B | $0 | 90 | 27 |
| Nov 2022 | $28.4B | $28.4B | $0 | 90 | 27 |
| Sep 2022 | $28.4B | $28.4B | $0 | 90 | 27 |
| Jun 2022 | $28.4B | $28.4B | $0 | 90 | 27 |
| May 2022 | $28.4B | $28.4B | $0 | 90 | 27 |
| Feb 2022 | $26.7B | $26.7B | $0 | 80 | 0 |
| May 2021 | $26.7B | $26.7B | $0 | 80 | 0 |
| Feb 2021 | $18.9B | $18.9B | $0 | 72 | 0 |
| Jul 2020 | $18.9B | $18.9B | $0 | 72 | 0 |
| May 2020 | $18.9B | $18.9B | $0 | 72 | 0 |
| Sep 2019 | $20.3B | $20.3B | $0 | 60 | 0 |
| May 2019 | $20.3B | $20.3B | $0 | 60 | 0 |
| Apr 2019 | $20.1B | $20.1B | $0 | 60 | 0 |
| Jul 2018 | $19.8B | $19.8B | $0 | 60 | 0 |
| May 2018 | $17B | $17B | $0 | 60 | 0 |
| Jan 2018 | $16.2B | $16.2B | $0 | 49 | 0 |
| Jan 2018 | $16.2B | $16.2B | $0 | 49 | 0 |
| May 2017 | $10.3B | $10.3B | $0 | 45 | 11 |
| May 2016 | $7.4B | $7.4B | $0 | 36 | 11 |
| Jan 2016 | $7.8B | $7.8B | $0 | 34 | 1 |
| Nov 2015 | $3.6B | $3.6B | $0 | 31 | 1 |
| Aug 2015 | $3.5B | $3.5B | $0 | 32 | 1 |
| May 2015 | $3.3B | $3.3B | $0 | 34 | 1 |
| Jul 2014 | $5.1B | $5.1B | $0 | 25 | 1 |
| Jun 2014 | $4.7B | $4.7B | $0 | 24 | 1 |
| May 2014 | $4.7B | $4.7B | $0 | 24 | 1 |
| Sep 2013 | $1.5B | $1.5B | $0 | 21 | 1 |
| May 2013 | $1.5B | $1.5B | $0 | 21 | 1 |
| May 2012 | $1.4B | $1.4B | $0 | 11 | 11 |
| Apr 2012 | $639.2M | $639.2M | $0 | 11 | 11 |
| Mar 2012 | $639.2M | $639.2M | $0 | 11 | 11 |
| May 2011 | $702.6M | $702.6M | $0 | -- | -- |
| May 2010 | $1.1B | $1.1B | $0 | -- | -- |
| Nov 2005 | $506.1M | $506.1M | $0 | -- | -- |
DateAug 2025
Total AUM$33B
Discretionary$33B
Non-Disc.$0
Employees201
Clients15
DateMay 2025
Total AUM$33B
Discretionary$33B
Non-Disc.$0
Employees201
Clients15
DateJun 2024
Total AUM$36.2B
Discretionary$36.2B
Non-Disc.$0
Employees154
Clients18
DateMay 2024
Total AUM$28.6B
Discretionary$28.6B
Non-Disc.$0
Employees154
Clients18
DateJan 2024
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees102
Clients0
DateDec 2023
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees102
Clients0
DateJun 2023
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees102
Clients0
DateMay 2023
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees102
Clients0
DateFeb 2023
Total AUM$28.4B
Discretionary$28.4B
Non-Disc.$0
Employees90
Clients27
DateNov 2022
Total AUM$28.4B
Discretionary$28.4B
Non-Disc.$0
Employees90
Clients27
DateNov 2022
Total AUM$28.4B
Discretionary$28.4B
Non-Disc.$0
Employees90
Clients27
DateSep 2022
Total AUM$28.4B
Discretionary$28.4B
Non-Disc.$0
Employees90
Clients27
DateJun 2022
Total AUM$28.4B
Discretionary$28.4B
Non-Disc.$0
Employees90
Clients27
DateMay 2022
Total AUM$28.4B
Discretionary$28.4B
Non-Disc.$0
Employees90
Clients27
DateFeb 2022
Total AUM$26.7B
Discretionary$26.7B
Non-Disc.$0
Employees80
Clients0
DateMay 2021
Total AUM$26.7B
Discretionary$26.7B
Non-Disc.$0
Employees80
Clients0
DateFeb 2021
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees72
Clients0
DateJul 2020
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees72
Clients0
DateMay 2020
Total AUM$18.9B
Discretionary$18.9B
Non-Disc.$0
Employees72
Clients0
DateSep 2019
Total AUM$20.3B
Discretionary$20.3B
Non-Disc.$0
Employees60
Clients0
DateMay 2019
Total AUM$20.3B
Discretionary$20.3B
Non-Disc.$0
Employees60
Clients0
DateApr 2019
Total AUM$20.1B
Discretionary$20.1B
Non-Disc.$0
Employees60
Clients0
DateJul 2018
Total AUM$19.8B
Discretionary$19.8B
Non-Disc.$0
Employees60
Clients0
DateMay 2018
Total AUM$17B
Discretionary$17B
Non-Disc.$0
Employees60
Clients0
DateJan 2018
Total AUM$16.2B
Discretionary$16.2B
Non-Disc.$0
Employees49
Clients0
DateJan 2018
Total AUM$16.2B
Discretionary$16.2B
Non-Disc.$0
Employees49
Clients0
DateMay 2017
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees45
Clients11
DateMay 2016
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees36
Clients11
DateJan 2016
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees34
Clients1
DateNov 2015
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees31
Clients1
DateAug 2015
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees32
Clients1
DateMay 2015
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees34
Clients1
DateJul 2014
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees25
Clients1
DateJun 2014
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees24
Clients1
DateMay 2014
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees24
Clients1
DateSep 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients1
DateMay 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees21
Clients1
DateMay 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients11
DateApr 2012
Total AUM$639.2M
Discretionary$639.2M
Non-Disc.$0
Employees11
Clients11
DateMar 2012
Total AUM$639.2M
Discretionary$639.2M
Non-Disc.$0
Employees11
Clients11
DateMay 2011
Total AUM$702.6M
Discretionary$702.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$506.1M
Discretionary$506.1M
Non-Disc.$0
Employees--
Clients--