Winslow Capital Management LLC
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Overview
Winslow Capital Management LLC operates as an advisory company located in Minneapolis, Minnesota. The company oversees $17.4 billion in total assets throughout 1,278 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 18 financial advisors. Winslow Capital Management LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial assets like equities, bonds and options.
Winslow Capital Management LLC oversees all of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell decisions without needing the customer's authorization. Winslow Capital Management LLC supervises about $13.6 million in assets for every account. The typical advisor at Winslow Capital Management LLC oversees about 71 client accounts, placing it towards the middle in terms of personalization.
The firm's main office is located at 4400 Ids Center, Minneapolis, Minnesota 55402. It is legally registered to serve customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Winslow Capital Management LLC by the Numbers
$17.4 billion
39
1,278
$13.6 million
Fee Structure
Fees charged by financial advisors are based on the type of services offered. Fees charged by the company may include the following fee structures: asset-based or performance-based. The firm does participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Winslow Capital Management LLC does business with a number of different investors. It works with retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 1,278 clients, Winslow Capital Management LLC's biggest client type is retail investors, although it also serves 74 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 5.79%
- Other Individuals - 82.79%
- Corporations - 8.37%
- Charitable Organizations - 3.05%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Winslow Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Winslow Capital Management LLC
Minneapolis, MN
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