# Winslow Capital Management LLC

> Winslow Capital Management LLC is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 1992, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 106940
- Filed as: WINSLOW CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minneapolis, MN
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106940
- AdvisorCensus page: https://advisorcensus.com/firm/winslow-capital-management-llc-minneapolis-mn-106940

## Quick answers

**How is Winslow Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Winslow Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Winslow Capital Management LLC located?**
Winslow Capital Management LLC's principal office is in Minneapolis, MN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Winslow Capital Management LLC registered with the SEC or a state?**
Winslow Capital Management LLC is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 106940.

**How much does Winslow Capital Management LLC manage?**
Winslow Capital Management LLC reports $28,655,452,799 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Winslow Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Winslow Capital Management LLC: Regulatory assets under management: $23,367,992,422 in the October 2021 data and $28,655,452,799 in the October 2026 data, up 23%. Total employees: 40 in October 2021 and 37 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Winslow Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,549); high net worth individuals (201); corporations or other businesses not listed above (57).

**Which custodians does Winslow Capital Management LLC use?**
Winslow Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Company and State Street Bank & Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Winslow Capital Management LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106940

**What changed in Winslow Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 18 to 19.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust Company
- State Street Bank & Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $28,655,452,799
- Discretionary: $28,655,452,799
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,549 | $517,600,582 |
| High net worth individuals | 201 | $414,436,473 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 7 | $16,760,763,892 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $8,536,607,063 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $806,008,921 |
| Charitable organizations | 41 | $503,847,573 |
| State or municipal government entities (including government pension plans) | 12 | $921,031,299 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 57 | $194,878,332 |
| Other | 1 | $278,664 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1992 (34 years)
- Employees: 37 total, 19 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106940

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- winslowcapital.com
- LinkedIn @winslow-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $23,367,992,422 | 40 | March 15, 2021 |
| October 2022 | $25,877,933,611 | 38 | March 23, 2022 |
| October 2023 | $17,365,481,592 | 39 | March 24, 2023 |
| October 2024 | $23,423,257,436 | 39 | March 15, 2024 |
| October 2025 | $27,170,620,838 | 36 | March 13, 2025 |
| October 2026 | $28,655,452,799 | 37 | March 20, 2026 |

Regulatory assets under management: $23,367,992,422 in the October 2021 data and $28,655,452,799 in the October 2026 data, up 23%.
Total employees: 40 in October 2021 and 37 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 18 to 19.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Winslow Capital Management LLC (CRD 106940): Form ADV filing data as of October 2026.