Winslow Capital Management LLC
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
FINTRXOverview
Winslow Capital Management LLC is a privately held investment adviser organized as an LLC and registered with the SEC since 1992. The firm manages portfolios for both individual/family clients and institutional investors, and its advisory services extend to separately managed accounts, pooled investment vehicles and investment companies. Fee arrangements include both a percentage-of-assets model and performance-based fees. Winslow identifies as an active ESG investor and is engaged in sponsor and management roles for pooled vehicles; it also maintains a range of industry affiliations that include broker-dealer, municipal advisory and commodity pool/CTA activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Contacts
1 of 1Jeffrey Wieneke
Managing DirectorCRD 6527224
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$27.2M in ETFs
100%
$27.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $24.7M | 199,230 | 91.07% |
Location
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
Similar firms
Advanced Capital Group
RIAMinneapolis, MN
Castlelake, L.P.
RIAMinneapolis, MN
Thrivent Private Investments
RIAMinneapolis, MN
Thrivent Investment Management Inc.
RIAMinneapolis, MN
Allianz Investment Management LLC
RIAMinneapolis, MN
AB Carval Investors, LP
RIAMinneapolis, MN