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WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990File 801-69413
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$29.81B
Top 10% of cohort (national)
Discretionary AUM
$29.81B
Clients
9,391
9,391 accounts
Employees
63
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 30, 2008
- Principal office
- ONE FINANCIAL CENTER, BOSTON, MA, 02111
- Phone
- (617) 428-7100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $29.81B
- Discretionary AUM
- $29.81B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9,391
- Non-discretionary accounts
- 0
- Total accounts
- 9,391
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 97 | $496.4M |
| Investment companies | 15 | $10.00B |
| Charitable organizations | 138 | $1.44B |
| Other investment advisers | Fewer than 5 | $661.0M |
| High net worth individuals | 512 | $1.34B |
| Pooled investment vehicles | 15 | $4.52B |
| Pension and profit sharing plans | 177 | $6.37B |
| State or municipal government entities | 38 | $4.29B |
| Individuals (other than high net worth individuals) | 8,398 | $698.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.