WINSLOW CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 1992
Total AUM
$28.7B
Discretionary
$28.7B
100% of AUM
Avg account
$15.2M
Accounts
1,882
Employees
37
Advisory reps
5

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
106940
Registered since
April 22, 1992
Custodians
STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies58.49%
  • Pooled Investment Vehicles29.79%
  • State / Municipal Government3.21%
  • Pension & Profit Sharing Plans2.81%
  • Individuals1.81%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Winslow Capital Management LLC is an SEC-registered investment adviser organized as an LLC and operating since the early 1990s. The firm positions itself as a manager for both individual/family and institutional clients, providing portfolio management across separate accounts, pooled vehicles and investment companies. Its compensation mix includes both asset-based fees and performance-linked fees, and it identifies as an active ESG investor. Regulatory and industry affiliations listed for the firm span broker-dealer activity, registered municipal advising, commodity pool/CTA roles, banking and insurance relationships, real estate brokerage, and sponsorship/management of pooled investment vehicles, indicating involvement across public markets, private funds and sponsor responsibilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • JUSTIN KELLY

    Chief Investment Officer And Chief Executive OfficerCRD 2406684

  • CLARK WINSLOW

    Chief Executive OfficerCRD 470101

  • DEREK CIERNIA

    Managing Director, Chief Compliance OfficerCRD 6013593

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Contacts

1 of 1
  • JEFFREY WIENEKE

    Managing DirectorCRD 6527224

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$42.3M in ETFs

Passive

100%

$42.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$39.3M92,17692.95%

Location

Primary office

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
4400 Ids 8 Ctr St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth