Winslow Capital Management
advisor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-4 YoYRank #2426 of mapped providers
Assets under administration$3.6B0.0%Market share · rank #1576
Fees received$1MMedian $165,989/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Winslow Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Winslow Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 5 | $165,989 |
Competitor overlap
Percent of Winslow Capital Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Winslow Capital Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Winslow Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | MICHAEL O'MALLEY | $4.0B |
SHAPE TECHNOLOGIES GROUP, INC.WA · 463275009-002 | Transamerica | $88M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HESS CORPORATIONTX · 134921002-333 | $1.9B | 6,598 | $708,257 | 10y | - |
OPERATING ENGINEERS LOCAL NO. 825 PENSION FUNDNJ · 226033380-001 | $1.2B | 11,674 | $306,082 | 10y | - |
UNITED ASSOCIATED PENSION FUND LOCAL 13NY · 160778864-001 | $373M | 1,417 | $165,989 | 10y | - |
TIDALHEALTH, INC.MD · 522132761-001 | $163M | 5,981 | $28,100 | 4y | - |
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKPA · 146033598-001 | $26M | 218 | $16,635 | 10y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (20)
Raw Schedule C names collapsed into Winslow Capital Management.
- LANE J GENET CPA
- LANE J. GENET, CPA
- LANE POWELL
- LANE POWELL SPEARS LUBERSKY
- WINSLOW CAPITAL
- WINSLOW CAPITAL MANAGEMENT
- WINSLOW CAPITAL MANAGEMENT INC
- WINSLOW CAPITAL MANAGEMENT INC.
- WINSLOW CAPITAL MANAGEMENT LLC
- WINSLOW CAPITAL MANAGEMENT, INC.
- WINSLOW CAPITAL MANAGEMENT, LLC
- WINSLOW CAPITAL MANAGEMENT, LLC.
- WINSLOW CAPITAL MANAGEMENT,INC.
- WINSLOW CAPITAL MGMT
- WINSLOW CAPITAL MGMT, INC
- WINSLOW CAPITAL MGMT, LLC
- WINSLOW CAPITOL MGT LLC
- WINSLOW CAPTIAL MANAGEMENT , LLC
- WINSLOW CAPTIAL MANAGEMNET, LLC
- WINSLOW LARGE CAP GROWTH
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Winslow Capital Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Winslow Capital Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Winslow Capital Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Asher Kelly | 1 | 20.0% |
| Barnes, Iaccarino & Sheperd LLP | 1 | 20.0% |
| Decotiis, Fitzpatrick, Cole & Gibli | 1 | 20.0% |
| Groom Law Group, Chartered | 1 | 20.0% |
| Susanin Widman & Brennan PC | 1 | 20.0% |