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Newton Investment Management Ltd

● SEC registered since 1992CRD 111208SEC# 801-42114London
Export (members)
Reg. AUM
$42.39B
Employees
63
Accounts
130
Location
London

Newton Investment Management Ltd assets under management

Newton Investment Management Ltd is an SEC-registered investment adviser based in London. The firm has been registered since 1992. It reports $42.4 billion in regulatory assets under management and employs 63 people.

Newton Investment Management Ltd owners & executives

12 reported
NameTitleOwnershipSince
Elizabeth Anne Roach ControlChief Compliance OfficerUnder 5%2020
James Morecroft Helby ControlChief Risk Officer & DirectorUnder 5%2023
Newton Management Limited ControlOwnerOver 75%1992
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Frequently asked questions

How much does Newton Investment Management Ltd manage?

Newton Investment Management Ltd reports $42.4 billion in regulatory assets under management on its Form ADV.

How many employees does Newton Investment Management Ltd have?

Newton Investment Management Ltd reports 63 employees.

Where is Newton Investment Management Ltd located?

Newton Investment Management Ltd is based in London and has been SEC-registered since 1992.

Does Newton Investment Management Ltd disclose fund performance?

Newton Investment Management Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address160 Queen Victoria Street, London EC4V 4LA
Phone+44-20-7163-9000
Office hours0900 - 1700 Gmt
SEC regionHQ
CIK1318579
Discloses disciplinary historyYes

Regulatory AUM

$42.39B▲ 8%
Mar '25 — $39.2BApr '25 — $39.2BMay '25 — $39.2BJun '25 — $39.2BJul '25 — $39.2BAug '25 — $39.2BSep '25 — $39.2BOct '25 — $39.2BNov '25 — $39.2BDec '25 — $39.2BJan '26 — $39.2BFeb '26 — $39.2BMar '26 — $42.39BApr '26 — $42.39BMay '26 — $42.39BJun '26 — $42.39B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers

Assets under management

$42.39Bregulatory AUM
Discretionary $42.34BNon-discretionary $49.7M