Westfield Capital Management Company, L.P
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Overview
Westfield Capital Management Company, L.P operates as a financial advisor company headquartered in Boston, Massachusetts. Westfield Capital Management Company, L.P manages $13.3 billion in assets under management across 759 accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). The firm has an average-sized team, including 18 financial advisors. Westfield Capital Management Company, L.P is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, options and equities.
Westfield Capital Management Company, L.P oversees all of its client assets on a discretionary basis. Discretionary management means that a portfolio manager makes transaction judgments for the client's account without requiring the customer's permission. The investment advisory firm's typical account size is $17.5 million. The typical financial advisor at Westfield Capital Management Company, L.P administers around 42 client accounts, placing it towards the middle in terms of personalization.
Westfield Capital Management Company, L.P's headquarters is at One Financial Center, Boston, Massachusetts 2111. The firm is allowed to serve clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Westfield Capital Management Company, L.P by the Numbers
$13.3 billion
59
759
$17.5 million
Fee Structure
Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Westfield Capital Management Company, L.P most likely are comprised of the following fee types: asset-based or performance-based. Westfield Capital Management Company, L.P participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Westfield Capital Management Company, L.P does business with a broad range of customers. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers and corporations. Out of its 759 customers, Westfield Capital Management Company, L.P's biggest client type is high net worth investors, though it also caters to 366 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 4% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 48.28%
- Other Individuals - 17.02%
- Corporations - 21.5%
- Charitable Organizations - 13.19%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Westfield Capital Management Company, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Westfield Capital Management Company, L.P
Boston, MA
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