# WINSLOW ASSET MANAGEMENT INC

WINSLOW ASSET MANAGEMENT INC of BEACHWOOD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 106337
- Type: SEC-registered investment adviser
- SEC file number: 801-41392
- Location: 3333 RICHMOND RD #180, BEACHWOOD, OH, 44122
- Phone: 216-360-4700
- Latest filing: 2026-03-30
- Regulatory AUM: $626.7M
- Discretionary AUM: $626.7M
- Clients: 6
- Accounts: 130

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Henry J John | DIRECTOR OF RESEARCH | Spokane, WA |
| Henry John | DIRECTOR OF RESEARCH | Spokane, WA |
| Gerald Wayne Goldberg | CHAIRMAN, CIO | — |
| Timothy Seth Goldberg | CHIEF EXECUTIVE OFFICER | — |
| Kimberly S Roberts | CHIEF COMPLIANCE OFFICER | Beachwood, OH |
| MYERS PATRICIA ANN | SENIOR VICE PRESIDENT | — |
| GOLDBERG GERALD | PRESIDENT | — |
| AKERS SUSAN FINE | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; DIRECTOR OF RESEARCH/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more) | — |
| LEWIS KARA HANNUM | DIRECTOR OF CLIENT SERVICE & MARKETING; PAST PRESIDENT; PRESIDENT | — |
| GOLDBERG GERALD WAYNE | CHAIRMAN, CIO; PRESIDENT | — |
| KAYLOR PHOEBE VANDUSEN SYLVESTER | PORTFOLIO MANAGER/ANALYST; RESEARCH ANALYST; VICE PRESIDENT | — |
| WALTERS IRENE RENAE | CLIENT SERVICE REPRESENTATIVE | — |
| TRAVIS JEFFREY BUTLER | RESEARCH ANALYST, CHIEF COMPLIANCE OFFICER; RESEARCH ANALYST/PORTFOLIO MANAGER; VP RESEARCH | — |
| GOLDBERG DAVID SETH | CHIEF EXECUTIVE OFFICER; PRINCIPAL, DIRECTOR CLIENT SERVICE | — |
| MUIRHEAD CHRISTOPHER WILLIAM | ASSISTANT CHIEF INVESTMENT OFFICER; ASSISTANT CHIEF INVESTMENT OFFICER, INTERIM CCO; RESEARCH ANALYST | — |
| CELLURA REGAN MARIE | CHIEF COMPLIANCE OFFICER | — |
| Roberts Kimberly S | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106337/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106337/similar
- Related entities: https://search.stillhousedata.com/firm/106337/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106337

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.