WINSLOW CAPITAL MANAGEMENT LLC

Latest filing: Mar 15, 2024 (229 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 % ∆
2024-10-01 $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