WINSLOW ASSET MANAGEMENT INC
CRD #106337 SEC #801-41392 BEACHWOOD, OH 216-360-4700
SEC Registered
Total AUM
$581.7M
Discretionary
$581.7M
Employees
5
Clients
--
Accounts
134
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AKERS, SUSAN, FINE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | VICE PRESIDENT | NA | Control |
| AKERS, SUSAN, FINE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | VICE PRESIDENT | NA | Control |
| AKERS, SUSAN, FINE | I | VICE PRESIDENT | NA | Control |
| AKERS, SUSAN, FINE | I | DIRECTOR OF RESEARCH/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | DIRECTOR OF RESEARCH/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | DIRECTOR OF RESEARCH/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | DIRECTOR OF RESEARCH/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | DIRECTOR OF RESEARCH/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | DIRECTOR OF RESEARCH/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | DIRECTOR OF RESEARCH/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | DIRECTOR OF RESEARCH/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERS, SUSAN, FINE | I | DIRECTOR OF RESEARCH/CHIEF COMPLIANCE OFFICER | NA | Control |
| CELLURA, REGAN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOLDBERG, TIMOTHY, SETH | I | PRINCIPAL, DIRECTOR CLIENT SERVICE | NA | Control |
| GOLDBERG, TIMOTHY, SETH | I | PRINCIPAL, DIRECTOR CLIENT SERVICE | NA | Control |
| HENRY, WALTER, JOHN | I | DIRECTOR OF RESEARCH | NA | Control |
| KAYLOR, PHOEBE, VANDUSEN SYLVESTER | I | PORTFOLIO MANAGER/ANALYST | NA | |
| KAYLOR, PHOEBE, VANDUSEN SYLVESTER | I | VICE PRESIDENT | NA | |
| KAYLOR, PHOEBE, VANDUSEN SYLVESTER | I | PORTFOLIO MANAGER/ANALYST | NA | |
| KAYLOR, PHOEBE, VANDUSEN SYLVESTER | I | PORTFOLIO MANAGER/ANALYST | NA | |
| KAYLOR, PHOEBE, VANDUSEN SYLVESTER | I | VICE PRESIDENT | NA | |
| KAYLOR, PHOEBE, VANDUSEN SYLVESTER | I | RESEARCH ANALYST | NA | |
| LEWIS, KARA, HANNUM | I | PRESIDENT | NA | Control |
| LEWIS, KARA, HANNUM | I | DIRECTOR OF CLIENT SERVICE & MARKETING | NA | Control |
| LEWIS, KARA, HANNUM | I | DIRECTOR OF CLIENT SERVICE & MARKETING | NA | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | NA | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | NA | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | NA | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | NA | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | NA | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | NA | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | NA | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | NA | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | RESEARCH ANALYST | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | RESEARCH ANALYST | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | RESEARCH ANALYST | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | RESEARCH ANALYST | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | RESEARCH ANALYST | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER, INTERIM CCO | NA | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | NA | Control |
| Roberts, Kimberly, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| Roberts, Kimberly, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Roberts, Kimberly, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Roberts, Kimberly, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Roberts, Kimberly, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Roberts, Kimberly, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Roberts, Kimberly, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Roberts, Kimberly, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Roberts, Kimberly, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | VP RESEARCH | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | VP RESEARCH | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST, CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST, CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST, CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST, CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, IRENE, RENAE | I | CLIENT SERVICE REPRESENTATIVE | NA | |
| WALTERS, IRENE, RENAE | I | CLIENT SERVICE REPRESENTATIVE | NA | |
| GOLDBERG, GERALD, WAYNE | I | PRESIDENT | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | PRESIDENT | E | Control |
| GOLDBERG, GERALD, WAYNE | I | PRESIDENT | E | Control |
| GOLDBERG, GERALD, WAYNE | I | PRESIDENT | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | PRESIDENT | E | Control |
| GOLDBERG, GERALD, WAYNE | I | PRESIDENT | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, GERALD, WAYNE | I | CHAIRMAN, CIO | E | Control |
| GOLDBERG, TIMOTHY, SETH | I | PRINCIPAL, DIRECTOR CLIENT SERVICE | A | Control |
| GOLDBERG, TIMOTHY, SETH | I | PRINCIPAL, DIRECTOR CLIENT SERVICE | A | Control |
| GOLDBERG, TIMOTHY, SETH | I | PRINCIPAL, DIRECTOR CLIENT SERVICE | A | Control |
| GOLDBERG, TIMOTHY, SETH | I | PRINCIPAL, DIRECTOR CLIENT SERVICE | A | Control |
| GOLDBERG, TIMOTHY, SETH | I | PRINCIPAL, DIRECTOR CLIENT SERVICE | A | Control |
| GOLDBERG, TIMOTHY, SETH | I | CHIEF EXECUTIVE OFFICER | A | Control |
| GOLDBERG, TIMOTHY, SETH | I | CHIEF EXECUTIVE OFFICER | A | Control |
| GOLDBERG, TIMOTHY, SETH | I | CHIEF EXECUTIVE OFFICER | A | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | A | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | A | Control |
| LEWIS, KARA, HANNUM | I | PRESIDENT | A | Control |
| LEWIS, KARA, HANNUM | I | PAST PRESIDENT | A | |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | A | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | A | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | A | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | A | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | A | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | A | Control |
| MUIRHEAD, CHRISTOPHER, WILLIAM | I | ASSISTANT CHIEF INVESTMENT OFFICER | A | Control |
| TRAVIS, JEFFREY, BUTLER | I | RESEARCH ANALYST, CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (4)
CA FL NH OH
Address
3333 RICHMOND RD #180BEACHWOOD, OH 44122
United States
Phone: 216-360-4700