Westfield Capital Management Company, L.P.

RIASEC RegisteredEst. 2008

Total AUM

$29.8B

Discretionary

$29.8B

100% of AUM

Avg account

$3.2M

Accounts

9,391

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 Companies33.53%
Pension & Profit Sharing Plans21.37%
Pooled Investment Vehicles15.15%
State / Municipal Government14.4%
Charitable Organizations4.82%
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 Delaware-style limited partnership operating as a hedge fund adviser that registered with the SEC in 2008. The firm manages portfolios for a mix of high-net-worth individuals and families as well as institutional clients, and it provides portfolio management across individual and pooled investment vehicles, investment companies, and institutional or business accounts. Its compensation model combines a percentage-of-assets fee with performance-based fees, and the firm identifies itself as an active ESG investor. Structurally, ownership is a combination of a domestic entity and an individual. Westfield also participates in sponsor and general partner roles for pooled vehicles, which aligns with its advisory activity managing privately issued funds and other pooled vehicles.