Clients
Marshall Wace North America serves 16 clients. The average client has about $3.68 billion with the firm.
- Pooled investment vehicles16 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 16 | $58,869,761,275 | 100.0% | $3.68B |
| Total | 16 | $58,869,761,275 | 100% | $3.68B |
- Clients
- 16
- Regulatory AUM
- $58,869,761,275
- Share
- 100.0%
- Avg. per client
- $3.68B
Total
- Clients
- 16
- Regulatory AUM
- $58,869,761,275
- Share
- 100%
- Avg. per client
- $3.68B
What it does
Marshall Wace North America provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Marshall Wace North America advises 14 private funds.
100.0% of assets ($58.87B across 16 accounts) are managed with discretion. 50% of clients are outside the U.S., and 2 clients received advice without assets under management last fiscal year.
Custodians
Marshall Wace North America has custody of $58.87B for 16 clients.
- All other custodians$58.87B100%
Ownership and leadership
Mwam North America LLP owns 75% or more of Marshall Wace North America, and Todd Builione is its CEO.
- Owns 75% or more of Marshall Wace North America L.P.
Mwam North America LLP
Control person · since April 2020
- Owns 75% or more of Mwam North America LLP
MW LTD
Control person · since March 2020
- Owns 75% or more of MW LTD
MW Group LP
Control person · since October 2015
- Owns 25% to 50% of MW Group LP
MW Group (GP) LTD
Control person · since October 2015
- Owns 25% to 50% of MW Group (GP) LTD
Kappa Holdings LTD.
Control person · since October 2015
- Owns 75% or more of Kappa Holdings LTD.
KKR Group Partnership L.P.
Control person · since October 2009
- Owns 50% to 75% of KKR Group Partnership L.P.
KKR Group Holdings Corp.
Control person · since July 2018
- Owns 75% or more of KKR Group Holdings Corp.
KKR Group Co. Inc.
Control person · since May 2022
- Owns 75% or more of KKR Group Co. Inc.
KKR & Co. Inc.
Control person · since May 2022
- Owns 75% or more of KKR & Co. Inc.
KKR Management LLP
Control person · since May 2022
Leadership
- Todd BuilioneChief Executive Officer
- Lancelot EsteibarChief Compliance Officer
Staff
- 184 employees
- 112 in advisory functions
Fees
Marshall Wace North America is paid through a percentage of assets under management and performance-based fees.
Marshall Wace North America’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Marshall Wace North America has 2 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 1881 Page Mill Road, Palo Alto
Massachusetts · 1 listed address
- One Broadway, Cambridge
New York · 1 listed address
- 66 Hudson Boulevard East, 32nd Floor, New YorkHQ
Registration details
- Legal name
- Marshall Wace North America L.P.
- Headquarters
- 66 Hudson Boulevard East, 32nd Floor, New York, NY 10001
- Phone
- 212-235-2800
- Website
- Not reported
- SEC file
- 801-70586
- Structure
- Delaware limited partnership
- Fiscal year end
- February
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Marshall Wace North America have?
Marshall Wace North America has 16 clients and manages $58.9 billion for them, as of July 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Marshall Wace North America offer?
Marshall Wace North America provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Marshall Wace North America have?
Marshall Wace North America has 0 investment adviser representatives registered with state securities authorities, out of 184 employees, and 112 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Marshall Wace North America?
Marshall Wace North America is owned through a chain of holding companies by KKR Management LLP. Its direct owner is Mwam North America LLP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Marshall Wace North America get paid?
Marshall Wace North America is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file