WINSLOW CAPITAL MANAGEMENT LLC
Latest filing: Mar 15, 2024 (253 days ago)
AUM
$23,423,257,436
35% change vs. 1 year ago
0% change vs. 3 years ago
50% change vs. 5 years ago
-31% change vs. 10 years ago
Employee Count
39
0% change vs. 1 year ago
-2% change vs. 3 years ago
-7% change vs. 5 years ago
26% change vs. 10 years ago
Main Office
MINNEAPOLIS, MN
4400 IDS CENTER, MINNEAPOLIS, MN, UNITED STATES, 55402
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $23.4 |
| Non-Discretionary | $0.0 |
| Total | $23.4 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $20.7 |
| Institutional | $2.1 |
| Total | $23.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 969 | $0.3 |
| Average Individual AUM | $316,441 | |
| HNW | 118 | $0.3 |
| Average HNW AUM | $2,187,527 | |
| Retail Total | 1,087 | $0.6 |
| Average Retail AUM | $519,558 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| STATE STREET BANK & TRUST COMPANY | BOSTON-MA-USA | $0.7 |
| NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.3 |
| PNC BANK | PITTSBURGH-PA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.7 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $2.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 99% | $2.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $2.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TEACHERS ADVISORS, LLC | $368.6 | 107157 | |
| TIAA-CREF INVESTMENT MANAGEMENT LLC | $249.9 | 107168 | |
| NUVEEN ASSET MANAGEMENT, LLC | $239.6 | 155584 | |
| NUVEEN FUND ADVISORS, LLC | $150.4 | 104626 | |
| NUVEEN ALTERNATIVES ADVISORS LLC | $141.6 | 160255 | |
| CHURCHILL ASSET MANAGEMENT LLC | $42.5 | 175092 | |
| GRESHAM INVESTMENT MANAGEMENT LLC | $6.2 | 134392 | |
| CHURCHILL DLC ADVISOR LLC | $1.7 | 304945 | |
| AGR PARTNERS LLC | $1.1 | 283081 | |
| NUVEEN SINGAPORE PRIVATE LTD | $0.0 | - | |
| NUVEEN SECURITIES, LLC | $0.0 | broker-dealer | 469 |
| NUVEEN INVESTMENT MANAGEMENT INTERNATIONAL LIMITED | $0.0 | - | |
| NUVEEN MANAGEMENT AIFM LIMITED | $0.0 | 283854 | |
| GLENNMONT PARTNERS I LIMITED | $0.0 | - | |
| WESTCHESTER GROUP REAL ESTATE, INC. | $0.0 | - | |
| NUVEEN UK LIMITED | $0.0 | - | |
| CLEAN ENERGY PARTNERS LLP | $0.0 | - | |
| GLENNMONT ASSET MANAGEMENT LIMITED | $0.0 | - | |
| NUVEEN ASSET MANAGEMENT EUROPE SARL | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| KELLY, JUSTIN, HOLLY | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER |
| WIENEKE, JEFFREY, DEAN | MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER |
| CIERNIA, DEREK, MICHAEL | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER |
| ANDERSON, MEGAN, L | MANAGING DIRECTOR, CHIEF CLIENT OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CLARK WINSLOW | MINNEAPOLIS | MN | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $23.4 | $0.0 | 0% | 39 | 0 | 0% |
| 2024-04-02 | $23.4 | $0.0 | 0% | 39 | 0 | 0% |
| 2023-04-04 | $17.4 | $6.1 | 35% | 39 | 0 | 0% |
| 2022-04-01 | $25.9 | -$2.5 | -9% | 38 | 1 | 3% |
| 2021-04-05 | $23.4 | $0.1 | 0% | 40 | -1 | -2% |
| 2020-04-01 | $18.7 | $4.7 | 25% | 41 | -2 | -5% |
| 2019-04-01 | $15.6 | $7.8 | 50% | 42 | -3 | -7% |
| 2018-04-02 | $17.5 | $6.0 | 34% | 38 | 1 | 3% |
| 2017-04-01 | $21.8 | $1.7 | 8% | 39 | 0 | 0% |
| 2016-04-01 | $28.0 | -$4.6 | -16% | 38 | 1 | 3% |
| 2015-04-01 | $32.1 | -$8.7 | -27% | 31 | 8 | 26% |
| 2014-04-01 | $33.8 | -$10.4 | -31% | 31 | 8 | 26% |
| 2013-04-01 | $31.6 | -$8.1 | -26% | 28 | 11 | 39% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MN, AK-08/18/2006, AL-08/25/2006, AR-08/21/2006, AZ-08/17/2006, CA-08/17/2006, CO-08/17/2006, CT-08/17/2006, DC-08/17/2006, DE-08/24/2006, FL-07/29/2005, GA-08/17/2006, HI-08/17/2006, IA-08/22/2006, ID-08/17/2006, IL-08/22/2006, IN-08/17/2006, KS-08/17/2006, KY-08/17/2006, LA-04/21/2005, MA-08/17/2006, MD-08/17/2006, ME-08/17/2006, MI-08/17/2006, MN-08/28/2006, MO-08/17/2006, MS-08/17/2006, MT-08/17/2006, NC-08/17/2006, ND-08/17/2006, NE-06/16/1999, NH-08/17/2006, NJ-08/23/2006, NM-08/17/2006, NV-08/17/2006, NY-08/17/2006, OH-08/17/2006, OK-08/17/2006, OR-08/17/2006, PA-08/17/2006, PR-08/17/2006, RI-08/17/2006, SC-08/17/2006, SD-08/22/2006, TN-08/18/2006, TX-08/17/2006, UT-08/17/2006, VA-08/17/2006, VI-12/27/2018, VT-08/17/2006, WA-08/17/2006, WI-08/17/2006, WV-08/17/2006, WY-12/27/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV