RIA Intel›Advisers›Massachusetts›NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC

NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC

Institutional

N·BOSTON, MA

Data as of Jan 29, 2026 · Source: SEC Form ADV

Total AUM
$47.4B
1-Year AUM Growth
+1.4%
3-Year CAGR
+1.3%
Employees
82
Assets Under Management
Total AUM$47.4B
Discretionary AUM$47.1B
Non-Discretionary AUM$291M
Discretionary %99.4%
Total Clients162
Team
Total Employees82
Investment Advisers152
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingFeb 10, 2021
Latest FilingJan 29, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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