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NEWTON INVESTMENT MANAGEMENT LTD
CRD 111208File 801-42114
APPROVED
Custody
Disclosure events
Filing as of Jul 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$42.39B
Top 10% of cohort (national)
Discretionary AUM
$42.34B
Non-discretionary $49.7M
Clients
99
130 accounts
Employees
63
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 27, 1992
- Principal office
- 160 QUEEN VICTORIA STREET, LONDON, EC4V 4LA
- Phone
- +44-20-7163-9000
- Website
- HTTPS://WWW.NEWTONIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $42.39B
- Discretionary AUM
- $42.34B
- Non-discretionary AUM
- $49.7M
- Discretionary accounts
- 127
- Non-discretionary accounts
- 3
- Total accounts
- 130
- AUM per client
- $428.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $971.1M |
| Investment companies | 9 | $2.66B |
| Charitable organizations | 27 | $2.20B |
| Pooled investment vehicles | 63 | $36.17B |
| Banking or thrift institutions | Fewer than 5 | $378.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C5
- Q11D2
- Q11D4
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 238 | 63 | decreased by175 |
| Apr 1, 2026 | Clients | 113 | 99 | decreased by14 |
| Apr 1, 2026 | AUM | $39,203,992,919 | $42,388,859,396 | increased by$3,184,866,477 |
| Apr 1, 2026 | Accounts | 143 | 130 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 361 | 238 | decreased by123 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 134 | 113 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $64,164,805,555 | $39,203,992,919 | decreased by$24,960,812,636 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 174 | 143 | decreased by31 |
| Apr 1, 2022 | Employees | 382 | 361 | decreased by21 |
| Apr 1, 2022 | Clients | 133 | 134 | increased by1 |
| Apr 1, 2022 | AUM | $62,135,004,788 | $64,164,805,555 | increased by$2,029,800,767 |
| Apr 1, 2022 | Accounts | 170 | 174 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEWTON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEWTON INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.