Institutional
    SEC Registered

    Newton Investment Management North America

    Registered investment advisor · Boston, Massachusetts · CRD #312937

    Assets Under Management
    $59.2B
    Client Accounts
    160
    Employees
    88
    CRD Number
    312937
    Registration
    SEC Registered
    Custodian
    State Street Bank & Trust Company, The Bank Of New York Mellon, The Northern Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Newton Investment Management North America

    BNY Investments Newton, also known as Newton Investment Management, is a UK-based investment management firm established in 1978. It operates as a subsidiary of BNY Investments, part of The Bank of New York Mellon Corporation. The firm focuses on active management to achieve strong outcomes for clients through comprehensive research, including fundamental, quantitative, thematic, and ESG analysis. Newton has offices in London, New York, Boston, and San Francisco. The firm employs a variety of i

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Newton Investment Management North America's AUM?

    Newton Investment Management North America reports approximately $59.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Newton Investment Management North America headquartered?

    Newton Investment Management North America is headquartered in Boston, Massachusetts.

    What is Newton Investment Management North America's CRD number?

    Newton Investment Management North America's CRD number is 312937. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Newton Investment Management North America manage?

    Newton Investment Management North America manages approximately 160 client accounts according to its latest SEC filing.

    Is Newton Investment Management North America SEC registered?

    Yes, Newton Investment Management North America is registered with the SEC as an investment adviser with an approved registration status.

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