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WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

CRD 146990 · SEC 801-69413

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ONE FINANCIAL CENTER, BOSTON, MA, 02111, United States

Phone

(617) 428-7100

Fax

(617) 428-7190

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$24.40B

Discretionary AUM

$24.40B

Team

61 total employees; 17 advisory reps; 12 broker-dealer reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-11

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals274$111.2M
High net worth individuals505$1.28B
Investment companies13$7.10B
Pooled investment vehicles15$3.74B
Pension/profit sharing plans61$5.54B
Charitable organizations127$1.35B
State/municipal entities38$4.23B
Other investment advisers1$612.6M
Corporations/business entities84$443.5M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD