NEWTON INVESTMENT MANAGEMENT LTD

RIASEC RegisteredEst. 1992

Total AUM

$42.4B

Discretionary

$42.3B

100% of AUM

Avg account

$326M

Accounts

130

Employees

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 111208
Registered since: August 27, 1992
Website: www.newtonim.com
Custodians: THE BANK OF NEW YORK MELLON LONDON, BRANCH, NEWTON INVESTMENT MANAGEMENT, NEWTON INVESTMENT MANAGEMENT
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles85.33%
Investment Companies6.28%
Charitable Organizations5.2%
Sovereign Wealth Funds2.29%
Banking / Thrift Institutions0.89%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Newton Investment Management Ltd is a corporation that has been SEC-registered since 1992 and serves institutional clients. The firm operates with a mix of AUM fees and performance-based compensation and reports activity as a CPO/CTA. Its advisory scope includes portfolio management for registered investment companies, pooled vehicles and for business or institutional investors. Newton identifies as an active ESG investor and maintains a range of industry roles and connections that span broker‑dealer relationships, municipal advisory activity, banking/trust and insurance linkages, and participation as sponsor or general partner for pooled investment vehicles. Ownership is listed as a combination of a foreign entity and an individual.