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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 20, 2025
- Branch Offices
- 3
- LEI
- 549300USELNALQ9OYY51
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOWNS, ANDREW | I | MANAGER | NA | Control |
| DOWNS, ANDREW | I | MANAGER | NA | Control |
| FRENCH, SHARON | I | MANAGER | NA | Control |
| FRENCH, SHARON | I | MANAGER | NA | Control |
| FRENCH, SHARON | I | MANAGER | NA | Control |
| FRENCH, SHARON | I | MANAGER | NA | Control |
| FRENCH, SHARON | I | MANAGER | NA | Control |
| FRENCH, SHARON | I | MANAGER | NA | Control |
| FRENCH, SHARON | I | MANAGER | NA | Control |
| FRENCH, SHARON | I | MANAGER | NA | Control |
| FRENCH, SHARON | I | MANAGER | NA | Control |
| FRENCH, SHARON | I | MANAGER | NA | Control |
| FRENCH, SHARON | I | MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| GERMANO, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER & MANAGER | NA | Control |
| KING, CHRISTINA, SUJIN | I | MANAGER | NA | Control |
| KING, CHRISTINA, SUJIN | I | MANAGER | NA | Control |
| KING, CHRISTINA, SUJIN | I | MANAGER | NA | Control |
| KING, CHRISTINA, SUJIN | I | MANAGER | NA | Control |
| KING, CHRISTINA, SUJIN | I | MANAGER | NA | Control |
| KING, CHRISTINA, SUJIN | I | MANAGER | NA | Control |
| KING, CHRISTINA, SUJIN | I | MANAGER | NA | Control |
| KING, CHRISTINA, SUJIN | I | MANAGER | NA | Control |
| MARLINSKI, JUDY | I | MANAGER | NA | Control |
| MARLINSKI, JUDY | I | MANAGER | NA | Control |
| MARLINSKI, JUDY | I | MANAGER | NA | Control |
| MARLINSKI, JUDY | I | MANAGER | NA | Control |
| MARLINSKI, JUDY | I | MANAGER | NA | Control |
| MARLINSKI, JUDY | I | MANAGER | NA | Control |
| MARLINSKI, JUDY, ANNE | I | MANAGER | NA | Control |
| MARLINSKI, JUDY, ANNE | I | MANAGER | NA | Control |
| MARLINSKI, JUDY, ANNE | I | MANAGER | NA | Control |
| MILLER, JOHN, RANDOLPH | I | MANAGER | NA | Control |
| MILLER, JOHN, RANDOLPH | I | MANAGER | NA | Control |
| MILLER, JOHN, RANDOLPH | I | MANAGER | NA | Control |
| MILLER, JOHN, RANDOLPH | I | MANAGER | NA | Control |
| MILLER, JOHN, RANDOLPH | I | MANAGER | NA | Control |
| MILLER, JOHN, RANDOLPH | I | MANAGER | NA | Control |
| MILLER, JOHN, RANDOLPH | I | MANAGER | NA | Control |
| MILLER, JOHN, RANDOLPH | I | MANAGER | NA | Control |
| MUNRO, EUAN, GEORGE | I | MANAGER | NA | Control |
| MUNRO, EUAN, GEORGE | I | MANAGER | NA | Control |
| MUNRO, EUAN, GEORGE | I | MANAGER | NA | Control |
| MUNRO, EUAN, GEORGE | I | MANAGER | NA | Control |
| MUNRO, EUAN, GEORGE | I | MANAGER | NA | Control |
| MUNRO, EUAN, GEORGE | I | MANAGER | NA | Control |
| MUNRO, EUAN, GEORGE | I | MANAGER | NA | Control |
| MUNRO, EUAN, GEORGE | I | MANAGER | NA | Control |
| PORTER, JOHN, ROBERT | I | MANAGER | NA | Control |
| ROACH, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROACH, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROACH, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROACH, ELIZABETH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITS, HANNEKE, (NMI) | I | MANAGER | NA | Control |
| SMITS, HANNEKE, (NMI) | I | MANAGER | NA | Control |
| SMITS, HANNEKE, (NMI) | I | MANAGER | NA | Control |
| SMITS, HANNEKE, (NMI) | I | MANAGER | NA | Control |
| SMITS, HANNEKE, (NMI) | I | MANAGER | NA | Control |
| SMITS, HANNEKE, (NMI) | I | MANAGER | NA | Control |
| SMITS, HANNEKE, (NMI) | I | MANAGER | NA | Control |
| SMITS, HANNEKE, (NMI) | I | MANAGER | NA | Control |
| SMITS, HANNEKE, (NMI) | I | MANAGER | NA | Control |
| SMITS, HANNEKE, (NMI) | I | MANAGER | NA | Control |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UTANO, JAIME, RENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WERTZ, PARKER, Webb | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MBC INVESTMENTS CORPORATION | DE | SHAREHOLDER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MEMBER | E | Control |
| MELLON INVESTMENTS CORPORATION | DE | SHAREHOLDER | E | Control |
| MELLON INVESTMENTS CORPORATION | DE | SHAREHOLDER | E | Control |
| MELLON INVESTMENTS CORPORATION | DE | SHAREHOLDER | E | Control |
| MELLON INVESTMENTS CORPORATION | DE | SHAREHOLDER | E | Control |
| MELLON INVESTMENTS CORPORATION | DE | SHAREHOLDER | E | Control |
| MELLON INVESTMENTS CORPORATION | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| BNY MELLON IHC, LLC | DE | MBC INVESTMENTS CORPORATION | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MELLON INVESTMENTS CORPORATION | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MELLON INVESTMENTS CORPORATION | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MELLON INVESTMENTS CORPORATION | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MELLON INVESTMENTS CORPORATION | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MELLON INVESTMENTS CORPORATION | E | Control |
| MBC INVESTMENTS CORPORATION | DE | MELLON INVESTMENTS CORPORATION | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
| THE BANK OF NEW YORK MELLON CORPORATION | DE | BNY MELLON IHC, LLC | E | Control |
Registrations
Federal
IA
Aug 20, 2025 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
ONE BOSTON PLACE201 WASHINGTON STREET
BOSTON, MA 02108-4408
United States
Phone: (617) 248-3000