Data / Investment advisers / Massachusetts / Newton Investment Management North America
Newton Investment Management North America, Boston, MA: $59.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Newton Investment Management North America is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $59.2 billion in regulatory assets under management in its Form ADV filed May 29, 2026. Its clients include investment companies, pooled investment vehicles and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and performance based fees.
The request: Watch Newton Investment Management North America (CRD number 312937): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 312937
- SEC file number
- 801-120501
- SEC status
- Approved, effective March 12, 2021
- Legal name
- Newton Investment Management North America LLC
- Main office
- One Boston Place 201 Washington Street, Boston, MA 02108
- Phone
- (617) 248-3000
- Website
- newtonim.com
- Regulatory AUM
- $59,157,957,857 in the Form ADV filed May 29, 2026
- Discretionary AUM
- $58,900,531,894
- Non discretionary AUM
- $257,425,963
- Accounts
- 160
- Employees
- 88, of which 55 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- May 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 41 | $35.88 billion |
| Pooled investment vehicles | 58 | $16.76 billion |
| Pension and profit sharing plans | 24 | $3.39 billion |
| State or municipal government entities | 22 | $1.95 billion |
| Other investment advisers | 7 | $464.1 million |
| Charitable organizations | 5 | $389.1 million |
| Insurance companies | 1 | $220.4 million |
| Corporations or other businesses | 1 | $64.2 million |
| Banking or thrift institutions | 1 | $38.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $59.16 billion | March 31, 2026 |
| December 1, 2025 | $47.43 billion | August 20, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Advent International, L.P. | Boston | $91.63 billion | 133 | adviserinfo.sec.gov |
| Grantham Mayo van Otterloo & Co LLC | Boston | $80.97 billion | 38 | adviserinfo.sec.gov |
| Bain Capital Credit, LP | Boston | $76.30 billion | 158 | adviserinfo.sec.gov |
| Adage Capital Management, L.P. | Boston | $70.44 billion | 1 | adviserinfo.sec.gov |
| John Hancock Variable Trust Advisers LLC | Boston | $68.59 billion | Not listed | adviserinfo.sec.gov |
| Ta Associates | Boston | $55.07 billion | 30 | adviserinfo.sec.gov |
| Breckinridge Capital Advisors Inc | Boston | $54.28 billion | Not listed | adviserinfo.sec.gov |
| GW&K Investment Management, LLC | Boston | $52.78 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Newton Investment Management North America on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.