| Name | Title | Ownership | Since |
|---|---|---|---|
| Jaime Rene Utano Control | Chief Compliance Officer | Under 5% | 2021 |
| John Randolph Miller Control | Manager | Under 5% | 2023 |
| John Robert Porter Control | Manager | Under 5% | 2025 |
Newton Investment Management North America LLC reports $47.4 billion in regulatory assets under management on its Form ADV.
Newton Investment Management North America LLC reports 152 employees.
Newton Investment Management North America LLC is based in Boston, MA and has been SEC-registered since 2021.
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.
| Address | One Boston Place, 201 Washington Street, Boston, MA 02108-4408 |
| Phone | (617) 248-3000 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $47.14B |
| Non-discretionary | $291.1M |
| Total (RAUM) | $47.43B |