RIA Intel›Advisers›Delaware›NEWTON ONE INVESTMENTS LLC

NEWTON ONE INVESTMENTS LLC

Advisory

N·NEWARK, DE

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$445M
1-Year AUM Growth
+19.7%
3-Year CAGR
+5.2%
Employees
3
Assets Under Management
Total AUM$445M
Discretionary AUM$445M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients201
Team
Total Employees3
Investment Advisers7
Employee Growth (1Y)-40.0%
Filing History
Total Filings on Record48
First FilingAug 12, 2008
Latest FilingMar 23, 2026
🔒 Full AUM trend chart and 48 historical filings spanning 18+ years
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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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