Newton Investment Management Ltd

RIASEC RegisteredEst. 1992

Total AUM

$42.4B

Discretionary

$42.3B

100% of AUM

Avg account

$326M

Accounts

130

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 111208
Registered since: August 27, 1992
Website: www.newtonim.com
Custodians: THE BANK OF NEW YORK MELLON LONDON, BRANCH, NEWTON INVESTMENT MANAGEMENT, NEWTON INVESTMENT MANAGEMENT
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles85.33%
Investment Companies6.28%
Charitable Organizations5.2%
Sovereign Wealth Funds2.29%
Banking / Thrift Institutions0.89%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Newton Investment Management Ltd is an institutional RIA that primarily serves institutional clients and investment vehicles. The firm is organized as a corporation and has been SEC-registered since 1992. Its advisory scope includes portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. The firm also operates as a CPO/CTA and maintains a range of industry relationships (broker-dealer, trust company, banking/thrift institution, insurance company and roles as sponsor or GP of pooled vehicles), which supports both traditional and pooled-product activity. Fee arrangements include percentage-of-AUM billing alongside performance-based fees. Newton identifies as an active ESG investor and allocates with ESG considerations in mind.