Investment adviser · CRD 146990

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Jul 1, 2026

Regulatory AUM: $29.8B
Client accounts: 9,391
Employees: 63
Advisory professionals: 19

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	15	$9,996,040,566	33.5%
Retirement plans	177	$6,368,871,411	21.4%
Pooled investment vehicles	15	$4,517,391,455	15.2%
Government entities	38	$4,292,131,725	14.4%
Charities	138	$1,437,967,336	4.8%
High-net-worth individuals	512	$1,339,364,964	4.5%
Individuals	8,398	$698,778,053	2.3%
Other investment advisers	Fewer than 5	$661,015,631	2.2%
Corporations & businesses	97	$496,421,214	1.7%

Filing source

Form ADV 2115793 · Jul 1, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

11 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WESTFIELD SELECT GROWTH EQUITY LPOther Private Fund · Last reported Jul 1, 2026$37.4MGross asset value

Form D fundraising filings

Westfield Select Growth Equity LP

Fund administrator FORMIDIUM CORP. DOWNERS GROVE, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS GRAND CAYMAN, Cayman Islands

Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS
PCAOB 1266

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-9789197095
Reported beneficial owners: 6
Minimum commitment: $1M
Form D file number: 021-213540

Form ADV 2115793 · Jul 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WESTFIELD ABSOLUTE RETURN FUND LIMITED PARTNERSHIPHedge Fund · Last reported Jul 1, 2026$33.9MGross asset value

Form D fundraising filings

WESTFIELD ABSOLUTE RETURN FUND LP

Fund administrator FORMIDIUM CORP. DOWNERS GROVE, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS GRAND CAYMAN, Cayman Islands

Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS
PCAOB 1266

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-5244849044
Reported beneficial owners: 19
Minimum commitment: $500K
Form D file number: 021-60085

Form ADV 2115793 · Jul 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WESTFIELD LARGE CAP GROWTH FUND L.P.Type not reported · Last reported Dec 21, 2011$81.7MGross asset value

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: Not reported
Prime brokers: Not reported
Custodians: Not reported
Administrator other than the adviser: Not reported
External marketing: Not reported

Fund details & source

Fund ID: 805-6501115078
Reported beneficial owners: Not reported
Minimum commitment: $1M

Form ADV 597179 · Dec 21, 2011 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WESTFIELD DIVIDEND GROWTH FUND LIMITED PARTNERSHIPOther Private Fund · Last reported Jun 4, 2013$45.2MGross asset value

Form D fundraising filings

Westfield Dividend Growth Fund Limited Partnership

Fund administrator CREDERIAN FUND SERVICES MEDIA, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS BOSTON, Massachusetts, United States

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-7016146483
Reported beneficial owners: 29
Minimum commitment: $1M
Form D file number: 021-175577

Form ADV 740946 · Jun 4, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WESTFIELD EMERGING MARKETS SMALL CAP FUND LPOther Private Fund · Last reported Mar 12, 2018$11.5MGross asset value

Form D fundraising filings

Westfield Emerging Markets Small Cap Fund LP

Fund administrator CREDERIAN FUND SERVICES MEDIA, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS BOSTON, Massachusetts, United States

Custodian CITIZENS BANK KING OF PRUSSIA, Pennsylvania, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS
PCAOB 238

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-6093562453
Reported beneficial owners: 15
Minimum commitment: $1M
Form D file number: 021-285041

Form ADV 1178698 · Mar 12, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WESTFIELD HEALTH CARE FUND LPOther Private Fund · Last reported Nov 3, 2022$4.02MGross asset value

Form D fundraising filings

Westfield Health Care Fund LP

Fund administrator FORMIDIUM CORP. DOWNERS GROVE, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS GRAND CAYMAN, Cayman Islands

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS
PCAOB 1266

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-5885481307
Reported beneficial owners: 10
Minimum commitment: $1M
Form D file number: 021-389404

Form ADV 1680895 · Nov 3, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WESTFIELD DISRUPTIVE INNOVATION FUND LPOther Private Fund · Last reported Sep 10, 2024$2.07MGross asset value

Form D fundraising filings

Westfield Disruptive Innovation Fund LP

Fund administrator FORMIDIUM CORP. DOWNERS GROVE, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS GRAND CAYMAN, Cayman Islands

Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS
PCAOB 1266

JP MORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-9177637582
Reported beneficial owners: 4
Minimum commitment: $1M
Form D file number: 021-389402

Form ADV 1900742 · Sep 10, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 1, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

ONE FINANCIAL CENTER
BOSTON, MA, 02111, United States

CRD 146990

Filing source

Form ADV 2115793 · Jul 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.