Asset manager · Minneapolis, MN
Winslow Capital Management LLC
SEC-registered investment adviser · CRD 106940 · SEC 801-41316
At a glance
Winslow Capital Management LLC is an SEC-registered investment adviser based in Minneapolis, Minnesota, with $28.7 billion in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is investment companies, and it reports 1,750 individual clients. By Form ADV it is a asset manager, ranked 308th of 3,218 asset managers and 681st of 17,210 SEC-registered advisers by assets.
Main office 612-376-9100winslowcapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $29B
- Rank among asset managers
- #308 of 3,218
- Rank among all SEC RIAs
- #681 of 17,210
- Rank in Minnesota
- #14 of 276
- Individual clients
- 1,750
- High-net-worth clients
- 201
- Accounts
- 1,882
- Discretionary
- 100% of AUM
- Employees
- 37
- Advisory staff
- 19
- Offices
- 3
Owners and executives on its Form ADV
- Justin H. KellyChief Executive Officer, Chief Investment Officer, Portfolio Manager
- Jeffrey D. WienekeSenior Managing Director, Chief Financial Officer
- Derek M. CierniaSenior Managing Director, Chief Compliance Officer and Chief Legal Officer
- Megan L AndersonSenior Managing Director, Chief Client Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Nuveen Securities, LLC.
- Nuveen Securities, LLC ↗CRD 469
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 7 | $17B | 58% |
| Pooled investment vehicles | 6 | $8.5B | 30% |
| State or municipal government entities | 12 | $921M | 3% |
| Pension and profit sharing plans | 8 | $806M | 3% |
| Individuals | 1,549 | $518M | 2% |
| Charitable organizations | 41 | $504M | 2% |
| High-net-worth individuals | 201 | $414M | 1% |
| Corporations or other businesses | 57 | $195M | <1% |
| Other | 1 | $0M | <1% |
Private funds
Winslow Capital Management LLC reports 3 private funds with $519M in gross assets: venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
Winslow Capital Management LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗winslowcapital.com ↗
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The full record on Winslow Capital Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 385 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Winslow Capital Management LLC manage?
Winslow Capital Management LLC reports $28.7 billion in regulatory assets under management across 1,882 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Winslow Capital Management LLC?
Winslow Capital Management LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Winslow Capital Management LLC’s clients?
By assets, its largest client types are investment companies ($16.8 billion, 7 clients); pooled investment vehicles ($8.5 billion, 6 clients); state or municipal government entities ($921 million, 12 clients).
Does Winslow Capital Management LLC manage private funds?
Yes. It reports 3 private funds with $519 million in gross assets, including venture capital funds.
Does Winslow Capital Management LLC have any disciplinary history?
Winslow Capital Management LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Winslow Capital Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →