MARSHALL & STERLING WEALTH ADVISORS, INC.
SEC file number 801-78688
· POUGHKEEPSIE, NY
https://marshallsterling.co.uk ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$663.9M
Discretionary AUM
$320.9M
Employees
13
Clients
7
Firm
- Address
- 110 MAIN STREET
POUGHKEEPSIE, NY 12601 - Phone
- —
- Website
- https://marshallsterling.co.uk
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Hedge Fund Select: Marshall Wace LLC Low name-match confidence · CIK 1845953 · NY
- Marshall Reddick Mortgage Fund, LLC Low name-match confidence · CIK 1742883 · CA
- Marshall Wace Eureka ASP Fund, a series of Alternative Strategies Platform, LLC Low name-match confidence · CIK 1606450 · NY
- Marshall Wace Feeder Funds SPC - MW Alpha Plus Plus Fund SP Low name-match confidence · CIK 2110667 · E9
- Marshall Wace Feeder Funds SPC - MW Alpha Plus US Equity Fund SP Low name-match confidence · CIK 2110008 · E9
- Marshall Wace Funds LP - MW Alpha Plus Plus (US) Fund Low name-match confidence · CIK 2110110 · E9
- Marshall Wace Funds LP - MW Alpha Plus (US) Fund II Low name-match confidence · CIK 1951129 · E9
- Marshall Wace Funds LP - MW Americas TOPS Long-Only (US) Fund II Low name-match confidence · CIK 1958025 · E9
- Marshall Wace Funds LP - MW Eureka Plus (US) Fund Low name-match confidence · CIK 1731594 · E9
- Marshall Wace Funds LP - MW Eureka (US) Fund Low name-match confidence · CIK 1504533 · E9
- Marshall Wace Funds LP - MW Eureka (US) Fund II Low name-match confidence · CIK 1552911 · E9
- Marshall Wace Funds LP - MW Global Opportunities (US) Fund Low name-match confidence · CIK 1552909 · E9
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Marshall Wace Funds LP - MW Alpha Plus (US) Fund II · D/A · Oct 16, 2026
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Marshall Wace Eureka ASP Fund, a series of Alternative Strategies Platform, LLC · D/A · Aug 28, 2026
-
Marshall Reddick Mortgage Fund, LLC · D/A · Jul 22, 2026$100M
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Marshall Wace Funds LP - MW Global Opportunities (US) Fund · D/A · Jul 17, 2026
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Marshall Wace Funds LP - MW Eureka (US) Fund II · D/A · Jun 5, 2026
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Hedge Fund Select: Marshall Wace LLC · D/A · Mar 4, 2026
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Marshall Wace Funds LP - MW Alpha Plus Plus (US) Fund · D · Feb 24, 2026
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Marshall Wace Feeder Funds SPC - MW Alpha Plus US Equity Fund SP · D · Feb 24, 2026
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Marshall Wace Feeder Funds SPC - MW Alpha Plus Plus Fund SP · D · Feb 24, 2026
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Marshall Wace Funds LP - MW Eureka Plus (US) Fund · D/A · Feb 13, 2026
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Marshall Wace Funds LP - MW Americas TOPS Long-Only (US) Fund II · D/A · Dec 12, 2025
-
Marshall Wace Funds LP - MW Eureka (US) Fund · D/A · Nov 14, 2025
-
Marshall Wace Funds LP - MW Alpha Plus (US) Fund II · D/A · Oct 17, 2025
-
Marshall Reddick Mortgage Fund, LLC · D · Aug 8, 2025$100M
-
Marshall Wace Eureka ASP Fund, a series of Alternative Strategies Platform, LLC · D/A · Aug 1, 2025
-
Marshall Wace Funds LP - MW Global Opportunities (US) Fund · D/A · Jul 18, 2025
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Marshall Wace Funds LP - MW Eureka (US) Fund II · D/A · Jun 6, 2025
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Marshall Wace Funds LP - MW Eureka Plus (US) Fund · D/A · Feb 14, 2025
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Hedge Fund Select: Marshall Wace LLC · D/A · Feb 13, 2025