NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC
Legal name: NEWTON INVESTMENT MANAGEMENT NORTH AMERICA
CRD #312937 SEC #801-120501 BOSTON, MA (617) 248-3000
SEC Registered
Total AUM
$47.4B
Discretionary
$47.1B
Employees
152
Clients
--
Accounts
172
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $47.4B | $47.1B | $291.1M | 152 | 19 |
| Jun 2025 | $47.4B | $47.1B | $291.1M | 152 | 19 |
| Apr 2025 | $47.4B | $47.1B | $291.1M | 152 | 19 |
| Mar 2025 | $47.4B | $47.1B | $291.1M | 152 | 19 |
| Mar 2024 | $47.9B | $47.5B | $334.9M | 172 | 25 |
| Dec 2023 | $47.2B | $47.1B | $106.1M | 175 | 22 |
| May 2023 | $47.2B | $47.1B | $106.1M | 175 | 22 |
| Mar 2023 | $47.2B | $47.1B | $106.1M | 175 | 22 |
| Jul 2022 | $74.1B | $74B | $60.7M | 149 | 22 |
| Mar 2022 | $74.1B | $74B | $60.7M | 149 | 22 |
| Jan 2022 | $46.1B | $46B | $48M | 159 | 14 |
| Sep 2021 | $46.1B | $46B | $48M | 159 | 14 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| May 2021 | $0 | $0 | $0 | 3 | 0 |
| Feb 2021 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$47.4B
Discretionary$47.1B
Non-Disc.$291.1M
Employees152
Clients19
DateJun 2025
Total AUM$47.4B
Discretionary$47.1B
Non-Disc.$291.1M
Employees152
Clients19
DateApr 2025
Total AUM$47.4B
Discretionary$47.1B
Non-Disc.$291.1M
Employees152
Clients19
DateMar 2025
Total AUM$47.4B
Discretionary$47.1B
Non-Disc.$291.1M
Employees152
Clients19
DateMar 2024
Total AUM$47.9B
Discretionary$47.5B
Non-Disc.$334.9M
Employees172
Clients25
DateDec 2023
Total AUM$47.2B
Discretionary$47.1B
Non-Disc.$106.1M
Employees175
Clients22
DateMay 2023
Total AUM$47.2B
Discretionary$47.1B
Non-Disc.$106.1M
Employees175
Clients22
DateMar 2023
Total AUM$47.2B
Discretionary$47.1B
Non-Disc.$106.1M
Employees175
Clients22
DateJul 2022
Total AUM$74.1B
Discretionary$74B
Non-Disc.$60.7M
Employees149
Clients22
DateMar 2022
Total AUM$74.1B
Discretionary$74B
Non-Disc.$60.7M
Employees149
Clients22
DateJan 2022
Total AUM$46.1B
Discretionary$46B
Non-Disc.$48M
Employees159
Clients14
DateSep 2021
Total AUM$46.1B
Discretionary$46B
Non-Disc.$48M
Employees159
Clients14
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0