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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 61 | 63 | increased by2 |
| Aug 1, 2026 | Clients | 1,118 | 9,391 | increased by8,273 |
| Aug 1, 2026 | AUM | $24,404,194,926 | $29,807,982,355 | increased by$5,403,787,429 |
| Aug 1, 2026 | Accounts | 1,118 | 9,391 | increased by8,273 |
| Apr 1, 2026 | Employees | 60 | 61 | increased by1 |
| Apr 1, 2026 | Clients | 975 | 1,118 | increased by143 |
| Apr 1, 2026 | AUM | $23,551,448,142 | $24,404,194,926 | increased by$852,746,784 |
| Apr 1, 2026 | Accounts | 975 | 1,118 | increased by143 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 59 | 60 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 756 | 975 | increased by219 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,023,240,581 | $23,551,448,142 | increased by$6,528,207,561 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 756 | 975 | increased by219 |
| Apr 1, 2022 | Employees | 61 | 59 | decreased by2 |
| Apr 1, 2022 | Clients | 740 | 756 | increased by16 |
| Apr 1, 2022 | AUM | $17,123,083,785 | $17,023,240,581 | decreased by$99,843,204 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WESTFIELD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTFIELD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.