Westfield Investment LLC

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Assets, Funds, Holdings

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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
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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
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