SourcingSourcing

WINSLOW ASSET MANAGEMENT INC

B58
CRD 106337·SEC 801-41392·BEACHWOOD, OH
AUM
$626.7M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WINSLOW ASSET MANAGEMENT INC
CRD
106337
SEC file #
801-41392
EIN
341705163
DBA names
—

Economics

AUM
$626.7M
AUM band
$500M-$1B
AUM trajectory
'20'26
$527.7M → $626.7M▲ +19%
Client mix
Individuals High Net Worth124
Charitable Organizations5
Pension Profit Sharing Plans1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
BEACHWOOD OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
winslowasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GOLDBERG, GERALD, WAYNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GOLDBERG, GERALD, WAYNE
GOLDBERG, TIMOTHY, SETH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WINSLOWASSET.COM
Rdap Domain Creation Date
1999-12-02T17:40:40Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
410,688
Form 5500 Compensation Trajectory 3y
2025410,688
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
410,688
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001286534
Edgar Registered
Yes
Edgar Filing Count
113
Edgar First Filing Date
2004-05-13
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
111
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001286534-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
3333 RICHMOND ROADSUITE 180BEACHWOOD, OH 44122
Business
3333 RICHMOND ROADSUITE 180BEACHWOOD, OH 44122
Edgar EIN
341705163
Edgar Recent Filings
13F-HR2026-05-05 · 0001286534-26-000002
13F-HR2026-02-02 · 0001286534-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-02T17:40:40Z
Rdap Domain Last Changed
2025-12-03T12:24:01Z
Rdap Nameservers
Ns77.domaincontrol.comNs78.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1808877
Trust Company Affiliate
No

People (4)

4
GERALD WAYNE GOLDBERG
Direct Owner · 87.5%
1808877
GOLDBERG, TIMOTHY, SETH
Direct Owner · 7.5%
7088480
Roberts, Kimberly, S
Executive Officer · 2.5%
7125201
BARBARA ANN MYERS
IAR
2456211