Newton Investment Management North America
Boston, MA·SEC-registered · CRD #312937
Newton Investment Management North America is an SEC-registered investment advisory firm in Boston, MA managing $59B across 162 client accounts, with 55 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$59B
Client accounts
162
Advisory staff
55
Fee model
Fee-based
How Newton Investment Management North America is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Newton Investment Management North America
How much does Newton Investment Management North America manage?
Per its most recent SEC Form ADV filing (05/29/2026), Newton Investment Management North America reports $59B in regulatory assets under management across roughly 162 client accounts.
How does Newton Investment Management North America charge?
Newton Investment Management North America is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Newton Investment Management North America a fiduciary?
Yes. Newton Investment Management North America is registered with the U.S. Securities and Exchange Commission (CRD #312937), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Newton Investment Management North America taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Newton Investment Management North America and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Newton Investment Management North America's public SEC Form ADV filing (CRD #312937, filed 05/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Newton Investment Management North America. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Newton Investment Management North America? Claim this profile.