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WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

One Financial Center
Boston, Massachusetts 02111
Tel: (617) 428-7100

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About WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

WESTFIELD CAPITAL MANAGEMENT COMPANY, LP, formally registered with the SEC as WESTFIELD CAPITAL MANAGEMENT COMPANY, LP. The firm was established in 06/30/2008. They have over 1 offices throughout the country.

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. is a Boston, Massachusetts based Financial Planning firm with nearly $17,556,838,117 assets under management, offering retirement planning & investment advisory services to 794 clients. The firm is staffed with 59 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#146990
SEC#801-69413
Assets Managed by Firm$17,556,838,117
No. of Clients794
No. of Advisors59

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total794$17,556,838,117
Individuals (other than high net worth individuals)139$88,611,631
High net worth individuals387$969,697,697
Pension and profit sharing plans68$4,807,935,808
Charitable organizations105$1,240,727,869
Other investment advisers1$304,074,950
Corporations or other businesses39$425,016,964

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