Newton Investment Management North America is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $59.2B in regulatory assets under management, 88 employees, 3 offices, and 160 accounts.
Assets Under Management
$59.2B
Employees
88
Offices
3 offices
Total Clients
160
Primary office
BOSTON, MA
ONE BOSTON PLACE, 201 WASHINGTON STREET, BOSTON, MA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 36.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
36.3%
58
2
Investment Cos.
25.6%
41
3
Pension Plans
15.0%
24
4
Government
13.8%
22
5
Other Advisers
4.4%
7
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$59.2Bas of March 31, 2026
Discretionary99.6%
$58.9B
100% of total RAUM99.6%
Non-discretionary0.4%
$257M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$59.2B
Total Accounts160
10Y AUM Change+$59.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees88
Clients per Employee2:1
10Y Employee Change+86 (+4300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.