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NEWTON INVESTMENT MANAGEMENT NORTH AMERICA

BOSTON, MA · CRD 312937 · IAPD ↗ · newtonim.com · (617) 248-3000

$59.16BRegulatory AUM
55Advisory reps
88Employees
22Clients
n/aPlanning clients
0Private funds
52States
4Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — NEWTON INVESTMENT MANAGEMENT NORTH AMERICA shrank from 82 to 55 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2025 — NEWTON INVESTMENT MANAGEMENT NORTH AMERICA added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.