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NEWTON INVESTMENT MANAGEMENT NORTH AMERICA
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC
CRD 312937 · SEC 801-120501
ONE BOSTON PLACE, 201 WASHINGTON STREET, BOSTON, MA, 02108-4408, United States
Phone
(617) 248-3000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$59.16B
Discretionary AUM
$58.90B
Team
88 total employees; 55 advisory reps; 22 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 1 | $38.3M |
| Investment companies | 41 | $35.88B |
| Pooled investment vehicles | 58 | $16.76B |
| Pension/profit sharing plans | 24 | $3.39B |
| Charitable organizations | 5 | $389.1M |
| State/municipal entities | 22 | $1.95B |
| Other investment advisers | 7 | $464.1M |
| Insurance companies | 1 | $220.4M |
| Corporations/business entities | 1 | $64.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD