Newton Investment Management North America
SEC RegisteredActive, Multidimensional and Engaged Investment
About the firm
Founded in 1978, Newton is solely focused on investment management. The firm is global, with offices in Boston, New York, San Francisco and London.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active investment management for institutional clients
Who they serve
US institutional investors and investment consultants
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 1 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 58 | $16.8B |
| Charitable Organizations | 24 | $3.4B |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 7 | — |
| Sovereign Wealth Funds | 1 | — |
| Corporations | 0 | $0 |
22 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Newton Investment Management North America has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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