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| Westfield Investment LLC
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|---|---|
| CRD # | 282396 |
| SEC # | 801-109965 |
| CIK # | 0001157647 |
| AUM | |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 908-232-6868 |
| Address | 50 Cardinal Drive, Suite 103 Westfield, NJ 07090 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Westfield Fund LP | [2015-12-24] | 4.2 M | 136.6 M |
| Filed 2022-03-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ken Weiller | Executive Officer | 4 | 2 | |
| NA Westfield Investment GP LLC | Executive Officer | 1 | 1 | |
| NA Westfield Investments LLC | Promoter | 1 | 1 | |
| Westfield Investment LLC | Promoter | 1 | 1 | |
| NA Westfield Investment LLC | Promoter | 1 | 1 | |
| Renyuan Gao | Director | 1 | 1 | |
| Westfield Investment GP LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001157647] | |
| 10-Q | [0001157647] | |
| 3 | [0001157647] | |
| 4 | [0001157647] | |
| 5 | [0001157647] | |
| 8-K | [0001157647] | |
| D | [0001157647] | |
| SC 13D | [0001157647] | |
| SC 13G | [0001157647] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 549300806QFBTXRSDS54 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 11,735 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 1,603 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 3,427 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 3,041 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 4,246 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 2,792 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 1,603 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 2,690 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 1,603 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 1,603 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 2,684 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 3,793 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 1,603 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 2,840 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 1,603 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 1,603 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-03-06 | Grant | 1,603 | $0.00 | |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-02-27 | Sell | 3,000 | $13.17 | 39,510 |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-02-04 | Grant | 325 | $14.23 | 4,625 |
|
Westfield Financial Inc WNEB
Common Stock
|
2026-02-04 | Grant | 29 | $14.23 | 413 |
| showing 20 of 200 most recent transactions | |||||