WINSLOW ASSET MANAGEMENT INC
Adviser information for WINSLOW ASSET MANAGEMENT INC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Ohio, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 140 | $585.5M |
Non-Discretionary | 0 | $0 |
Total | 140 | $585.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 140 | $419.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 1 | $150.8M |
Charitable organizations | 6 | $15.7M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 140 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMFixed fees |
Principal Office
3333 RICHMOND RD #180BEACHWOOD
OH
United States
Monday - Friday, 9:00 - 5:00
Tel: 216-360-4700, Fax: 216-360-4710
Chief Compliance Officer
KIMBERLY ROBERTS
3333 RICHMOND RD.
SUITE #180
BEACHWOOD
OH
United States
Tel:
216-360-4700
Fax:
216-360-4710
K*******@***************M
(Full email address available in API data)
Regulatory Contact
TIMOTHY GOLDBERG
CHIEF EXECUTIVE OFFICER
3333 RICHMOND RD #180
BEACHWOOD
OH
United States
Tel:
216-360-4700
Fax:
216-360-4710
T******@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GOLDBERG, GERALD, WAYNE | Individual | – | CHAIRMAN, CIO | 06/1992 | > 75% |
GOLDBERG, TIMOTHY, SETH | Individual | – | CHIEF EXECUTIVE OFFICER | 06/2022 | 5-10% |
Roberts, Kimberly, S | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2019 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AIMIA INC | COM | 73 | 37K | – |
ALPHABET INC | COM | 209 | 1K | – |
ALPHABET INC | COM | 257 | 1K | – |
AMAZON COM INC COM | COM | 917 | 5K | – |
AMERICAN EXPRESS CO | COM | 8K | 35K | – |
AMGEN INC. | COM | 7K | 21K | – |
APPLE COMPUTER | COM | 40K | 192K | – |
BANK OF AMERICA CORP COM | COM | 203 | 5K | – |
BEAZER HOMES USA INC | COM | 13K | 490K | – |
BERKSHIRE HATHAWAY CLASS B | COM | 738 | 2K | – |
BIO-RAD LABORATORIES | COM | 7K | 24K | – |
BOEING | COM | 7K | 36K | – |
BP PLC SPONSORED ADR | COM | 352 | 10K | – |
CARLYLE GROUP INC | COM | 5K | 124K | – |
CATERPILLAR INC DEL COM | COM | 380 | 1K | – |
CHEVRON CORP | COM | 2K | 13K | – |
CHURCHILL DOWNS INC | COM | 445 | 3K | – |
CISCO SYSTEMS INC | COM | 7K | 139K | – |
COHEN & STEERS INC | COM | 8K | 110K | – |
COMCAST CORP COM CL A | COM | 7K | 170K | – |
CONSOLIDATED EDISON COM | COM | 223 | 2K | – |
CONSTELLATION ENERGY ORD SHS | COM | 280 | 1K | – |
COSTCO WHSL CORP NEW COM | COM | 576 | 678 | – |
DEERE & CO | COM | 6K | 17K | – |
EATON CORP PLC F | COM | 9K | 29K | – |
ELI LILLY & CO | COM | 31K | 35K | – |
EOG RESOURCES INC | COM | 10K | 79K | – |
ESTEE LAUDER COS INC COM | COM | 6K | 53K | – |
EXXON CORP COM | COM | 885 | 8K | – |
FEC RESOURCES INC COM | COM | 0 | 171K | – |
GATX CORP | COM | 7K | 50K | – |
HILTON GRAND VACATIONS I | COM | 4K | 108K | – |
HUDSON PACIFIC PROPERTIES | COM | 148 | 31K | – |
INTERNATIONAL BUS MACH COM | COM | 7K | 42K | – |
JOHNSON & JOHNSON | COM | 5K | 31K | – |
JPMORGAN CHASE & CO | COM | 15K | 73K | – |
KAISER ALUMINUM CORP | COM | 7K | 81K | – |
KENVUE INC | COM | 3K | 153K | – |
LINDE PLC COM | COM | 8K | 18K | – |
LKQ CORP | COM | 7K | 167K | – |
LOEWS CORP COM | COM | 3K | 36K | – |
LULULEMON ATHLETICA | COM | 15K | 51K | – |
MADISON SQUARE GARDEN SPORTS | COM | 235 | 1K | – |
MERCK & CO. INC. | COM | 11K | 91K | – |
MICROSOFT CORP COM | COM | 1K | 3K | – |
MOELIS & COMPANY | COM | 10K | 174K | – |
NORDSON CORP | COM | 14K | 61K | – |
NORDSTROM INC | COM | 4K | 180K | – |
ORACLE CORP | COM | 19K | 134K | – |
PFIZER INC | COM | 257 | 9K | – |
PROCTER & GAMBLE | COM | 742 | 4K | – |
PROGRESSIVE CORP OHIO COM | COM | 2K | 8K | – |
PULTEGROUP INC | COM | 30K | 271K | – |
QUANTUM ENERGY | COM | 12 | 70K | – |
SCHWAB AB CHARLES CORP NEW COM | COM | 13K | 170K | – |
SIMON PPTY GROUP NEW COM | COM | 7K | 44K | – |
SKYWORKS SOLUTIONS | COM | 9K | 87K | – |
SLB | COM | 8K | 179K | – |
STARBUCKS CORP | COM | 732 | 9K | – |
STERIS PLC F | COM | 7K | 32K | – |
SYNOVUS FINL CORP COM | COM | 370 | 9K | – |
TAPESTRY INC | COM | 5K | 113K | – |
TENET HEALTHCARE | COM | 20K | 147K | – |
TERADYNE INC COM | COM | 22K | 152K | – |
TESLA INC COM | COM | 336 | 2K | – |
TETRA TECH INC | COM | 18K | 90K | – |
TEXAS ROADHOUSE INC | COM | 315 | 2K | – |
TIMKEN CO | COM | 391 | 5K | – |
UBER TECHNOLOGIES INC | COM | 11K | 153K | – |
ULTA BEAUTY INC. | COM | 7K | 17K | – |
VERRA MOBILITY CORP | COM | 10K | 366K | – |
VISA INC CLASS A | COM | 617 | 2K | – |
WALT DISNEY CO COM | COM | 7K | 67K | – |
WELLS FARGO & CO | COM | 6K | 94K | – |
WEYERHAEUSER CO COM | COM | 5K | 169K | – |
ZILLOW GROUP INC | COM | 231 | 5K | – |
AMERICAN BALANCED CL A | EUS | 223 | 6K | – |