PPrivate Fund Data Log in Join · $37/mo

Winslow Asset Management Inc

● SEC registered since 1992CRD 106337SEC# 801-41392Beachwood, OH
Export (members)
Reg. AUM
$581.7M
Employees
5
Accounts
134
Location
Beachwood, OH

Winslow Asset Management Inc assets under management

Winslow Asset Management Inc is an investment advisory firm registered with the SEC based in Beachwood, OH. The firm has been registered since 1992. It reports $581.7 million in regulatory assets under management and employs 5 people.
www.winslowasset.comView on SEC.gov ↗

Winslow Asset Management Inc owners & executives

3 reported
NameTitleOwnershipSince
Gerald Wayne Goldberg ControlChairman, CioOver 75%1992
Kimberly S Roberts ControlChief Compliance OfficerUnder 5%2019
Timothy Seth Goldberg ControlChief Executive Officer5-10%2022

Frequently asked questions

How much does Winslow Asset Management Inc manage?

Winslow Asset Management Inc reports $581.7 million in regulatory assets under management on its Form ADV.

How many employees does Winslow Asset Management Inc have?

Winslow Asset Management Inc reports 5 employees.

Where is Winslow Asset Management Inc located?

Winslow Asset Management Inc is based in Beachwood, OH and has been SEC-registered since 1992.

Does Winslow Asset Management Inc disclose fund performance?

Winslow Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3333 Richmond Rd #180, Beachwood, OH 44122
Phone216-360-4700
Fax216-360-4710
Office hours9:00 - 5:00
SEC regionChicago Regional Office (CHRO)
CIK1286534
Discloses disciplinary historyNo

Assets under management

Discretionary$581.7M
Non-discretionary$0
Total (RAUM)$581.7M