WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
Latest filing: Mar 28, 2025 (53 days ago)
AUM
$23,551,448,142
34% change vs. 1 year ago
38% change vs. 3 years ago
63% change vs. 5 years ago
35% change vs. 10 years ago
Employee Count
60
2% change vs. 1 year ago
2% change vs. 3 years ago
3% change vs. 5 years ago
-5% change vs. 10 years ago
Main Office
BOSTON, MA
ONE FINANCIAL CENTER, BOSTON, MA, UNITED STATES, 02111
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $23.6 |
| Non-Discretionary | $0.0 |
| Total | $23.6 |
| Client | AUM |
|---|---|
| Retail | $1.3 |
| Pooled | $10.7 |
| Institutional | $11.6 |
| Total | $23.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 204 | $0.1 |
| Average Individual AUM | $478,921 | |
| HNW | 460 | $1.2 |
| Average HNW AUM | $2,590,461 | |
| Retail Total | 664 | $1.3 |
| Average Retail AUM | $1,941,735 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $3.4 |
| STATE STREET BANK AND TRUST CO. | BOSTON-MA-USA | $2.1 |
| THE BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $1.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $12.9 |
| Retail SMA AUM | $1.3 |
| Institutional SMA AUM | $11.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 97% | $12.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.4 |
| Other | 0% | $0.0 |
| Total | 100% | $12.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
16 active
| Name | Title |
|---|---|
| MUGGIA, WILLIAM, ALBERT | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER, MEMBER OF MANAGEMENT COMMITTEE |
| KEARNEY, KATHRYN, ANN | PARTNER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, MEMBER OF MANAGEMENT COMMITTEE |
| FLORES, ROBERT, TIZOC | MEMBER OF MANAGEMENT COMMITTEE |
| LEE, RICHARD, DAILYONG | MEMBER OF MANAGEMENT COMMITTEE, CHIEF INVESTMENT OFFICER |
| MEYERS, ETHAN, JOSEPH | MEMBER OF MANAGEMENT COMMITTEE |
| MONTGOMERY, JOHN, MORGEN | MEMBER OF MANAGEMENT COMMITTEE, CHIEF OPERATING OFFICER |
| MULLER, JENNY, ANN | MEMBER OF MANAGEMENT COMMITTEE |
| RENNA, MATTHEW, ROBERT | MEMBER OF MANAGEMENT COMMITTEE |
| MOSCARDELLI, JUSTIN, MATTHEW | MEMBER OF MANAGEMENT COMMITTEE |
ADVDB.CO • SOURCE: SEC
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM MUGGIA | BOSTON | MA | S63|1984-07-27|S65|1994-12-07 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $23.6 | $0.0 | 0% | 60 | 0 | 0% |
| 2024-04-02 | $17.6 | $6.0 | 34% | 59 | 1 | 2% |
| 2023-04-04 | $13.3 | $10.2 | 77% | 59 | 1 | 2% |
| 2022-04-01 | $17.0 | $6.5 | 38% | 59 | 1 | 2% |
| 2021-04-05 | $17.1 | $6.4 | 38% | 61 | -1 | -2% |
| 2020-04-01 | $14.5 | $9.1 | 63% | 58 | 2 | 3% |
| 2019-04-01 | $11.9 | $11.7 | 99% | 63 | -3 | -5% |
| 2018-04-02 | $13.9 | $9.6 | 69% | 63 | -3 | -5% |
| 2017-04-01 | $11.8 | $11.8 | 100% | 64 | -4 | -6% |
| 2016-04-01 | $15.4 | $8.1 | 53% | 63 | -3 | -5% |
| 2015-04-01 | $17.5 | $6.1 | 35% | 63 | -3 | -5% |
| 2014-04-01 | $17.4 | $6.2 | 36% | 58 | 2 | 3% |
| 2013-04-01 | $14.2 | $9.4 | 66% | 61 | -1 | -2% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, AK-06/30/2008, AL-06/30/2008, AR-06/30/2008, AZ-06/30/2008, CA-06/30/2008, CO-06/30/2008, CT-06/30/2008, DC-06/30/2008, DE-08/07/2008, FL-07/08/2008, GA-06/30/2008, HI-06/30/2008, IA-07/25/2008, ID-06/30/2008, IL-07/17/2008, IN-06/30/2008, KS-06/30/2008, KY-06/30/2008, LA-06/30/2008, MA-06/30/2008, MD-06/30/2008, ME-06/30/2008, MI-06/30/2008, MN-06/30/2008, MO-06/30/2008, MS-06/30/2008, MT-06/30/2008, NC-06/30/2008, ND-06/30/2008, NE-06/30/2008, NH-06/30/2008, NJ-07/28/2008, NM-06/30/2008, NV-06/30/2008, NY-06/30/2008, OH-06/30/2008, OK-06/30/2008, OR-06/30/2008, PA-06/30/2008, PR-06/30/2008, RI-06/30/2008, SC-06/30/2008, SD-08/13/2008, TN-07/08/2008, TX-07/07/2008, UT-06/30/2008, VA-06/30/2008, VI-08/04/2011, VT-06/30/2008, WA-06/30/2008, WI-06/30/2008, WV-06/30/2008, WY-03/12/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV