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 privately organized hedge fund adviser that has been SEC-registered since 2008. The firm provides discretionary portfolio management across individuals, families, pooled vehicles and institutional clients, charging both asset-based and performance-linked fees. Its mandate is equity-forward—Exchange Traded Equities are the most used asset type—and the firm describes itself as an active ESG investor. Westfield also sponsors pooled vehicles and participates as a sponsor or managing member for certain investment structures.