Westfield Investment LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Westfield Investment LLC
CRD #282396
SEC #801-109965
CIK #0001157647
AUM
Employees 6 (83% Investors, 0% Brokers)
Phone908-232-6868
Address50 Cardinal Drive, Suite 103
Westfield, NJ 07090
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
170136102683402010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Westfield Fund LP [2015-12-24] 4.2 136.6
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 136.6
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 2 136.6
By Discretionary
Discretionary 2 136.6
Non-Discretionary 0 0.0
Total 2 136.6
By Non-United States Persons
Non-United States Persons 134.1
United States Persons 2.5
Total 2 136.6
Form D Directors # Filings # Firms 2011 - 2025
Ken Weiller 4
NA Westfield Investment GP LLC 1
NA Westfield Investments LLC 1
Westfield Investment LLC 1
NA Westfield Investment LLC 1
Renyuan Gao 1
Westfield Investment GP LLC 1
EDGAR Form CIK 2011 - 2025
10-K [0001157647]
10-Q [0001157647]
3 [0001157647]
4 [0001157647]
5 [0001157647]
8-K [0001157647]
D [0001157647]
SC 13D [0001157647]
SC 13G [0001157647]
Form 13D/13G Filer Form 13D/13G Subject Filed
Vanguard Group Inc Western New England Bancorp Inc [2025-07-29]
BlackRock Inc Western New England Bancorp Inc [2025-07-17]
BlackRock Inc Western New England Bancorp Inc [2024-01-31]
Strategic Value Bank Partners LLC Western New England Bancorp Inc [2022-02-11]
Ameriprise Financial Inc Western New England Bancorp Inc [2021-02-12]
Vanguard Group Inc Western New England Bancorp Inc [2021-02-10]
Renaissance Technologies LLC Western New England Bancorp Inc [2019-02-13]
Vanguard Group Inc Western New England Bancorp Inc [2019-02-12]
RMB Capital Management LLC Western New England Bancorp Inc [2018-02-13]
Clover Partners LP Western New England Bancorp Inc [2017-02-27]
View All
Form 3/4/5 Subject 2011 - 2025
Richter Steven G.
Western New England Bancorp, Inc.
Benoit Laura
Damon Donna J.
Fitzgerald Gary G
Masse William D
Picknelly Paul C
McMahon Lisa G
Smith Philip R
Miles Allen J III
View All
Terms | Privacy | Guide
tony@aum13f.com