NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC
C29
CRD 312937·SEC 801-120501·BOSTON, MA
AUM
$59.16B
$1B+
Est. Revenue
$591.6M
@ 1% on AUM
Est. EBITDA
$177.5M
@ 30% margin
Est. Deal Value
$1.42B
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $46.08B
'23 · $74.09B
'25 · $47.43B
'26 · $59.16B
'22'26
$46.08B → $59.16B▲ +28%
Client mix
| Pooled Investment Vehicles | 58 |
| Investment Companies | 41 |
| Pension Profit Sharing Plans | 24 |
| State Or Municipal Govt | 22 |
| Other Investment Advisers | 7 |
Operations
Advisory staff (5-yr trend)
'22 · 75 advisors
'23 · 82 advisors
'25 · 82 advisors
'26 · 55 advisors
'22'26
75 advisors → 55 advisors▼ -27%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2024-02-052024-02-05 · 0001672982-24-000001
2023-02-282023-02-28 · 0001672982-23-000001
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Window
| Bny Mellon | 3 |
Full
| Bny Mellon | 74 |
| Pershing | 20 |
| State Street | 4 |
| E*trade | 4 |
| Northern Trust | 2 |
Edgar Addresses
Mailing
ONE BOSTON PLACE201 WASHINGTON STREETBOSTON, MA 02108
Business
ONE BOSTON PLACE201 WASHINGTON STREETBOSTON, MA 02108
Edgar Recent Filings
D/A2024-02-05 · 0001672982-24-000001
D/A2023-02-28 · 0001672982-23-000001