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NEWTON INVESTMENT MANAGEMENT LTD
CRD 111208File 801-42114
APPROVED
Custody
Disclosure events
Filing as of Jul 22, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.