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| Westfield Capital Management Company LP
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|---|---|
| CRD # | 146990 |
| SEC # | 801-69413 |
| CIK # | 0001177719 |
| AUM | $24.4 B (2026-03-11) |
| Employees | 61 (28% Investors, 0% Brokers) |
| Phone | 617-428-7100 |
| Address | One Financial Center Boston, MA 02111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.2 | ||
| Ascendis Pharma A/S | 1.1 | ||
| Apple Inc | 0.9 | ||
| Comfort Systems USA Inc | 0.9 | ||
| Fortress Transportation & Infrastructure Investors LLC | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| Alcoa Inc | 0.5 | ||
| GS Acquisition Holdings Corp | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Westfield Disruptive Innovation Fund LP | [2021-03-08] | 0.6 | 2.1 |
| Other | Westfield Health Care Fund LP | [2021-03-08] | 2.5 | 4.0 |
| Other | Westfield Emerging Markets Small Cap Fund LP | [2017-06-23] | 10.0 | 11.5 |
| Other | Westfield Global Dividend Growth Fund LP | [2016-11-15] | 2.3 | 1.2 |
| PE | Westfield Capital SPV I LP | [2015-10-15] | 12.2 | 0.1 |
| Other | Westfield Select Growth Equity LP | [2014-03-18] | 7.5 | 35.4 |
| HF | Westfield Absolute Return Fund Limited Partnership | 2011-12-21 | 35.7 | |
| Westfield Dividend Growth Fund Limited Partnership | [2011-12-21] | 32.9 | 12.6 | |
| Westfield Large Cap Growth Fund LP | 2011-12-21 | 81.7 | ||
| HF | Westfield Life Sciences Fund II Limited Partnership | [2011-12-21] | 0.5 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 0.1 |
| (b) Individuals (high net worth individuals) | 505 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 13 | 7.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 3.7 |
| (g) Pension and profit sharing plans | 61 | 5.5 |
| (h) Charitable organizations | 127 | 1.4 |
| (i) State or municipal government entities | 38 | 4.2 |
| (j) Other investment advisers | 1 | 0.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 84 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,118 | 24.4 |
| By Discretionary | ||
| Discretionary | 1,118 | 24.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,118 | 24.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 22.6 | |
| Total | 1,118 | 24.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Muggia | 9 | 2 | ||
| Westfield Partners LLC | 6 | 2 | ||
| Westfield Capital Management Company LP | 5 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001177719] | |
| 3 | [0001177719] | |
| SC 13G | [0001177719] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Westfield Capital Management Co LP | |
| Liberty All Star Growth Fund Inc |
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|---|---|---|
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CA | 32.0 |
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NY | 31.3 |
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NY | 26.2 |
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Hirtle Callaghan & Co LLC
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PA | 25.4 |
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Segall Bryant & Hamill LLC
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IL | 22.6 |
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Thompson Siegel & Walmsley LLC
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VA | 21.1 |
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Capricorn Investment Group LLC
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NY | 18.9 |
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Modera Wealth Management LLC
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NJ | 17.7 |