SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Winslow Capital Management LLC
Minneapolis, MN
CRD 106940
Firm filing updated March 20, 2026 ·
- $28.7BAssets
- 1,882Clients
- 19Advisory staff
- 1,882Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals1,549
- High net worth individuals201
- Corporations or other businesses57
- Charities41
- State or municipal government entities (including government pension plans)12
- and 3 more21
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,549 | $517.6 million |
| High net worth individuals | 201 | $414.4 million |
| Investment companies | 7 | $16.8 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $8.5 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $806.0 million |
| Charitable organizations | 41 | $503.8 million |
| State or municipal government entities (including government pension plans) | 12 | $921.0 million |
| Corporations or other businesses not listed above | 57 | $194.9 million |
| Other: "UNAFFILIATED SEED ACCOUNT" | 1 | $278,664 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$28.7 billion
- Accounts1,882
- DiscretionaryAll accounts
People
- Employees37
- Advisory staff19
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 106940, SEC file 801-41316.
- Registered with the SEC as an investment advisor (status date on record: April 22, 1992).
Is Winslow Capital Management LLC a fiduciary?
Short answer: Winslow Capital Management LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.