Newton Investment Management North America

RIASEC RegisteredEst. 2021

Total AUM

$59.2B

Discretionary

$58.9B

100% of AUM

Avg account

$370M

Accounts

160

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 312937
Registered since: March 12, 2021
Website: www.newtonim.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies60.65%
Pooled Investment Vehicles28.33%
Pension & Profit Sharing Plans5.73%
State / Municipal Government3.3%
Other Investment Advisers0.78%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Newton Investment Management North America is an institutional registered investment adviser that manages capital for institutional clients and pooled vehicles. The firm offers portfolio management across investment companies, pooled investment vehicles and institutional/business mandates. Its fee arrangements include percentage-of-assets, fixed fees and performance-based components. Newton North America is also registered as a CPO/CTA and reports affiliations with broker-dealers, municipal advisory and trust/banking and insurance entities, suggesting an organized infrastructure for multi-product distribution and sponsor or GP roles. The firm identifies as an active ESG investor, indicating ESG factors are part of its investment process or product design. It is not a dedicated capital allocator to third-party managers in the sense of a multi-manager platform but does use external vehicles for certain alternative exposures.