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| Westfield Capital Management Company LP
✚
| |
|---|---|
| CRD # | 146990 |
| SEC # | 801-69413 |
| CIK # | 0001177719 |
| AUM | $17.6 BB (2024-03-07) |
| Employees | 59 (31% Investors, 0% Brokers) |
| Phone | 617-428-7100 |
| Address | One Financial Center Boston, MA 02111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.9 | |
| MSFT | 1,918.2 | 0.9 | |
| AAPL | 2,382.8 | 0.9 | |
| ASND | 5.2 | 0.7 | |
| AMZN | 1,093.0 | 0.6 | |
| GOOGL | 1,475.1 | 0.6 | |
| TDG | 29.1 | 0.5 | |
| META | 434.9 | 0.5 | |
| VRT | 3.6 | 0.3 | |
| AXON | 6.7 | 0.3 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Westfield Disruptive Innovation Fund LP | [2021-03-08] | 0.6 | 2.1 |
| Other | Westfield Health Care Fund LP | [2021-03-08] | 2.5 | 4.0 |
| Other | Westfield Emerging Markets Small Cap Fund LP | [2017-06-23] | 10.0 | 11.5 |
| Other | Westfield Global Dividend Growth Fund LP | [2016-11-15] | 2.3 | 1.2 |
| PE | Westfield Capital SPV I LP | [2015-10-15] | 12.2 | 0.1 |
| Other | Westfield Select Growth Equity LP | [2014-03-18] | 7.5 | 22.8 |
| HF | Westfield Absolute Return Fund Limited Partnership | 2011-12-21 | 32.5 | |
| Westfield Dividend Growth Fund Limited Partnership | [2011-12-21] | 32.9 | 12.6 | |
| Westfield Large Cap Growth Fund LP | 2011-12-21 | 81.7 | ||
| HF | Westfield Life Sciences Fund II Limited Partnership | [2011-12-21] | 0.5 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 0.1 |
| (b) Individuals (high net worth individuals) | 387 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 12 | 4.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 2.4 |
| (g) Pension and profit sharing plans | 68 | 4.8 |
| (h) Charitable organizations | 105 | 1.2 |
| (i) State or municipal government entities | 31 | 3.2 |
| (j) Other investment advisers | 1 | 0.3 |
| (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 | 39 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 794 | 17.6 |
| By Discretionary | ||
| Discretionary | 794 | 17.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 794 | 17.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 16.6 | |
| Total | 794 | 17.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| William Muggia | 9 | ||
| Westfield Partners LLC | 6 | ||
| Westfield Capital Management Company LP | 5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001177719] | |
| 3 | [0001177719] | |
| SC 13G | [0001177719] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Liberty All Star Growth Fund Inc | |
| Westfield Capital Management Co LP |
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