WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

RIASEC RegisteredEst. 2008

Total AUM

$24.4B

Discretionary

$24.4B

100% of AUM

Avg account

$21.8M

Accounts

1,118

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 146990
Registered since: June 30, 2008
Website: www.westfieldcapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies29.1%
Pension & Profit Sharing Plans22.7%
State / Municipal Government17.32%
Pooled Investment Vehicles15.32%
Charitable Organizations5.54%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Westfield Capital Management Company, L.P. is a limited partnership registered with the SEC in 2008 that operates as a hedge fund manager serving both individual/family and institutional clients. The firm provides portfolio management across a range of vehicles: separately managed accounts, pooled investment vehicles and investment companies, and it also sponsors limited partnerships and other pooled entities in which it may act as a general partner or managing member. Its fee model combines a percentage-of-AUM charge with performance-based fees. Westfield reports being an active ESG investor, and its client base and product mix suggest a focus on concentrated, equity-oriented hedge fund strategies alongside managed accounts.