SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Westfield Capital Management Company, L.P.
Boston, MA
CRD 146990
Firm filing updated July 1, 2026 ·
- $29.8BAssets
- 19Advisory staff
- 9,391Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals8,398
- High net worth individuals512
- Pension and profit sharing plans177
- Charities138
- Corporations or other businesses97
- and 3 more68
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 8,398 | $698.8 million |
| High net worth individuals | 512 | $1.3 billion |
| Investment companies | 15 | $10.0 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $4.5 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 177 | $6.4 billion |
| Charitable organizations | 138 | $1.4 billion |
| State or municipal government entities (including government pension plans) | 38 | $4.3 billion |
| Other investment advisors | Fewer than 5 clients | $661.0 million |
| Corporations or other businesses not listed above | 97 | $496.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$29.8 billion
- Accounts9,391
- DiscretionaryAll accounts
People
- Employees63
- Advisory staff19
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 146990, SEC file 801-69413.
- Registered with the SEC as an investment advisor (status date on record: June 30, 2008).
Is Westfield Capital Management Company, L.P. a fiduciary?
Short answer: Westfield Capital Management Company, L.P.
More detail
is registered with the SEC as an investment advisor.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.