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NEWTON INVESTMENT MANAGEMENT NORTH AMERICA
BOSTON, MA
(617) 248-3000
SEC #801-120501Total AUM
$59.2B
Employees
88Clients
160Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE BOSTON PLACE
201 WASHINGTON STREET
BOSTON
MA 02108-4408
United States
201 WASHINGTON STREET
BOSTON
MA 02108-4408
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(617) 248-3000
Other Offices
3
Financials
Total AUM
$59.2B
Accounts
160Discretionary
$58.9B
Accounts
158Non-Discretionary
$257.4M
Accounts
2
Clients
Banking Clients
1AUM
$38.3M
Investment Company Clients
41AUM
$35.9B
Pooled Vehicle Clients
58AUM
$16.8B
Pension/Profit Sharing Plan Clients
24AUM
$3.4B
Charitable Organization Clients
5AUM
$389.1M
Government Entity Clients
22AUM
$2B
Investment Advisor Clients
7AUM
$464.1M
Insurance Company Clients
1AUM
$220.4M
Corporation or Business Clients
1AUM
$64.2M
Services
Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 46 business affiliates.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.