Investment adviser · CRD 111208
NEWTON INVESTMENT MANAGEMENT LTD
Investment adviser filing (IA)
LONDON, United Kingdom · Form ADV filed Jul 22, 2026
- Regulatory AUM
- $42.4B Form ADV · Item 5.F
- Client accounts
- 130 Accounts, not individual clients
- Employees
- 63 Reported in this filing
- Advisory professionals
- 47 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 63 | $36,170,627,436 | 85.3% |
| Investment companies | 9 | $2,663,875,618 | 6.3% |
| Charities | 27 | $2,204,828,383 | 5.2% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $971,105,845 | 2.3% |
| Banks & thrifts | Fewer than 5 | $378,422,114 | 0.9% |
Filing source
Form ADV 2113524 · Jul 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 22, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
160 QUEEN VICTORIA STREETLONDON, EC4V 4LA, United Kingdom
CRD 111208
Filing source
Form ADV 2113524 · Jul 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.