PPrivate Fund Data Log in Join · $37/mo

Newton Investment Management North America LLC

● SEC registered since 2021CRD 312937SEC# 801-120501Boston, MA
Export (members)
Reg. AUM
$59.16B
Employees
88
Accounts
160
Location
Boston, MA

Newton Investment Management North America LLC assets under management

Newton Investment Management North America LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2021. It reports $59.2 billion in regulatory assets under management and employs 88 people.

Newton Investment Management North America LLC owners & executives

7 reported
NameTitleOwnershipSince
Brock Alan Campbell ControlChief Executive OfficerUnder 5%2026
David Christopher Leduc ControlManagerUnder 5%2026
Jaime Rene Utano ControlChief Compliance OfficerUnder 5%2021
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Newton Investment Management North America LLC manage?

Newton Investment Management North America LLC reports $59.2 billion in regulatory assets under management on its Form ADV.

How many employees does Newton Investment Management North America LLC have?

Newton Investment Management North America LLC reports 88 employees.

Where is Newton Investment Management North America LLC located?

Newton Investment Management North America LLC is based in Boston, MA and has been SEC-registered since 2021.

Does Newton Investment Management North America LLC disclose fund performance?

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

Contact & registration

AddressOne Boston Place, 201 Washington Street, Boston, MA 02108-4408
Phone(617) 248-3000
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Regulatory AUM

$59.16B▲ 25%
Mar '25 — $47.43BApr '25 — $47.43BMay '25 — $47.43BJun '25 — $47.43BJul '25 — $47.43BAug '25 — $47.43BSep '25 — $47.43BOct '25 — $47.43BNov '25 — $47.43BDec '25 — $47.43BJan '26 — $47.43BFeb '26 — $47.43BMar '26 — $59.16BApr '26 — $59.16BMay '26 — $59.16BJun '26 — $59.16B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers

Assets under management

$59.16Bregulatory AUM
Discretionary $58.9BNon-discretionary $257.4M