MARSHALL WACE NORTH AMERICA L.P.

NEW YORK, New York·6 registered advisors·CRD# 135902
SEC# 801-705864212-235-2800
01

Firm Overview

AUM
$36.2B
Regulatory assets under management
Employees
154
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at MARSHALL WACE NORTH AMERICA L.P.

6 registered advisors
Courtney E.k. Lewis
NEW YORK, New York
Ian Gerald Wace
COS COB, Connecticut
Michael Manning Sargent
NEW YORK, New York
Suzan Rose
NEW YORK, New York
Sven Jones
NEW YORK, New York
Todd Christopher Builione
NEW YORK, New York
05

Office Locations

NEW YORK, New York
5 advisors
COS COB, Connecticut
1 advisor

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Data sourced from SEC Form ADV filings. MARSHALL WACE NORTH AMERICA L.P. (CRD# 135902) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.