Winslow Asset Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Winslow Asset Management reports 130 clients. They include 124 high-net-worth individuals, 5 charitable organizations and 1 pension or profit-sharing plan. Of its assets, 100.0% ($627M across 130 accounts) are managed with discretion. It advised 130 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 95% | 68% |
| Pension and profit-sharing plans | <1% | 29% |
| Charitable organizations | 4% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 124 | $428M | 68.3% | $3.45M |
| Pension and profit-sharing plans | 1 | $182M | 29.1% | $182M |
| Charitable organizations | 5 | $16.4M | 2.6% | $3.28M |
| Total | 130 | $627M | 100% | $4.82M |
- Clients
- 124
- Regulatory AUM
- $428M
- AUM share
- 68.3%
- Avg. per client
- $3.45M
- Clients
- 1
- Regulatory AUM
- $182M
- AUM share
- 29.1%
- Avg. per client
- $182M
- Clients
- 5
- Regulatory AUM
- $16.4M
- AUM share
- 2.6%
- Avg. per client
- $3.28M
Total
- Clients
- 130
- Regulatory AUM
- $627M
- AUM share
- 100%
- Avg. per client
- $4.82M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 130
- Private funds advised
- 0
Winslow Asset Management is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Gerald Goldberg owns 75% or more of Winslow Asset Management. Timothy Goldberg is CEO; the leadership team includes Chief Compliance Officer Kimberly Roberts. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- Owns 75% or more of Winslow Asset Management Inc
Gerald Goldberg
Control person · since June 1992
- Owns 5% to 10% of Winslow Asset Management Inc
Timothy Goldberg
Control person · since June 2022
Winslow Asset Management’s regulatory assets grew from $531M (June 2021) to $627M (March 2026); clients fell from 143 to 130 and employees from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $627M | 130 | 6 | 1 |
| Mar 2025March 2025 | $582M | 134 | 5 | 1 |
| Mar 2024March 2024 | $586M | 147 | 7 | 1 |
| Mar 2023March 2023 | $504M | 147 | 7 | 1 |
| Mar 2022March 2022 | $629M | 147 | 7 | 1 |
| Jun 2021June 2021 | $531M | 143 | 7 | 1 |
Besides its headquarters, Winslow Asset Management has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 3333 Richmond RD #180, BeachwoodHQ
Contact and registration details
- Legal name
- Winslow Asset Management Inc
- Headquarters
- 3333 Richmond RD #180, Beachwood, OH 44122
- Website
- winslowasset.com
- Phone
- 216-360-4700
- @winslow-asset-management
- SEC file
- 801-41392
- Structure
- Ohio corporation
- Fiscal year end
- December
Winslow Asset Management’s named custodians for separately managed accounts are Fidelity ($390M, 68%) and PNC Bank National Association ($182M, 32%). Winslow Asset Management has custody of $175M for 72 clients.
- PNC Bank National AssociationPNC Bank National Association · Pittsburgh, PA · $182M32%
- FidelityNational Financial Services LLC · Boston, MA · $390M68%
At year end, Winslow Asset Management’s separately managed accounts were mostly in stocks (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $575K across 82 positions; the largest are Teradyne Inc. (9.9%), Apple Computer (7.6%) and Eli Lilly & CO (5.9%).
What the accounts hold
- Stocks87%
- Bonds7%
- Cash6%
How many clients does Winslow Asset Management have?
Winslow Asset Management has 130 clients and manages $627 million for them, as of March 2026. They include 124 high-net-worth individuals, 5 charitable organizations and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Winslow Asset Management offer?
Winslow Asset Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Winslow Asset Management use?
Winslow Asset Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $390M and PNC Bank National Association (Pittsburgh, PA), with $182M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Winslow Asset Management have?
Winslow Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Winslow Asset Management invest in?
At the end of its last fiscal year, Winslow Asset Management’s separately managed accounts held 87% exchange-traded equities, 7% U.S. government and agency bonds and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Winslow Asset Management?
Winslow Asset Management’s direct owners are Gerald Goldberg (75% or more) and Timothy Goldberg (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Winslow Asset Management get paid?
Winslow Asset Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Winslow Asset Management?
Winslow Asset Management’s main office is at 3333 Richmond RD #180, Beachwood, OH 44122. Its phone number is 216-360-4700. Its website is winslowasset.com.