| Owner | Title | From | %Ownership |
|---|---|---|---|
| Marshall Wace LLC | General Partner | 06/2004 | < 5% |
| Sargent, Michael, Manning | Chief Executive Officer | 06/2004 | < 5% |
| MW Group LP | Shareholder | 10/2015 | > 75% |
| MW LTD | Managing Member | 03/2020 | > 75% |
| MW Group (GP) LTD | Shareholder & General Partner | 10/2015 | 25-50% |
| Kappa Holdings LTD. | Shareholder | 10/2015 | 25-50% |
| KKR Group Partnership L.P. | Shareholder | 10/2009 | > 75% |
| KKR & Co. Inc. | Shareholder | 05/2022 | > 75% |
| KKR Group Holdings Corp. | Shareholder & General Partner | 07/2018 | 50-75% |
| Lewis, Courtney, E.k. | Chief Compliance Officer | 05/2019 | < 5% |
| Mwam North America LLP | Limited Partner | 04/2020 | > 75% |
| KKR Management LLP | Shareholder | 07/2018 | > 75% |
| KKR Group Co. Inc. | Shareholder | 05/2022 | > 75% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Marshall Wace North America L.P. | $18.87 bn | |
| Marshall Wace Funds LP - MW Moontower (Us) Fund | $695.42 mm | Hedge Fund |
| Marshall Wace Funds PLC - MW Tops Erisa Fund | $311.42 mm | Hedge Fund |
| Marshall Wace Investment Strategies - Americas Tops Lo Esg Fund | $57.61 mm | Hedge Fund |
| Marshall Wace Long Strategies Icav - MW Americas Tops Lo Esg Fund | $4.79 mm | Hedge Fund |
| Marshall Wace Investment Strategies - Americas Tops Long-only Fund II | $1.55 bn | Hedge Fund |
| Marshall Wace Long Strategies Icav - MW Americas Tops Long-only Fund II | $62.11 mm | Hedge Fund |
| Marshall Wace Funds LP - MW Americas Tops Long-only (Us) Fund II | $745.40 mm | Hedge Fund |
| Marshall Wace Funds LP - MW Americas Tops Long-only (Us) Fund III | $819.73 mm | Hedge Fund |
| Marshall Wace Investment Strategies - North America Tops 150/50 Fund | $1.40 bn | Hedge Fund |
| Marshall Wace Funds LP - MW North America Tops 150/50 (Us) Fund | $806.95 mm | Hedge Fund |
| Marshall Wace Investment Strategies - Tops Americas Equities Fund | $276.60 mm | Hedge Fund |
| Marshall Wace Long Strategies Icav - MW Tops Americas Equities Fund | $165.14 mm | Hedge Fund |
| Marshall Wace Investment Strategies - Tops Us Equities Fund | $1.37 bn | Hedge Fund |
| Marshall Wace Funds LP - MW Tops Us Equities (Us) Fund | $897.94 mm | Hedge Fund |
| MW Americas Tops Long-only Fund IV LP | $538.74 mm | Hedge Fund |
| MW Americas Tops Long-only Fund LP | $1.88 bn | Hedge Fund |
| MW Xo Health Innovations Fund, LP | $119.01 mm | Private Equity Fund |
