RIA Intel›Advisers›NEWTON INVESTMENT MANAGEMENT LTD

NEWTON INVESTMENT MANAGEMENT LTD

Advisory

N·LONDON

Data as of Jan 28, 2026 · Source: SEC Form ADV

Total AUM

$39.2B

1-Year AUM Growth

-4.6%

3-Year CAGR

-10.2%

Employees

63

Assets Under Management

Total AUM$39.2B

Discretionary AUM$39.2B

Non-Discretionary AUM$46M

Discretionary %99.9%

Total Clients113

Team

Total Employees63

Investment Advisers238

Employee Growth (1Y)+12.1%

Filing History

Total Filings on Record75

First FilingApr 11, 2001

Latest FilingJan 28, 2026

🔒 Full AUM trend chart and 75 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NEWTON INVESTMENT MANAGEMENT LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.