Form D · Other Investment Fund

Westfield Dividend Growth Fund Limited Partnership

Boston, MA · CIK 0001540520

Offering snapshot reported Mar 26, 2012 · SEC filing

Reported sold: $32.9M
Investors reported: 25
Minimum accepted: $1M
First sale: May 3, 2010

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 26, 2012	Initial	$32,903,180	No comparison	25	SEC filing

Offering details

Securities: Pooled investment fund, Other
Exemptions: 06, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-175577

The total amount sold in Item 13 and number of investors in Item 14 of this this Form D reflect sales to only US Investors and do not take redemptions and/or withdrawals into consideration.

Limited Partnership Interests. The minimum amount in Item 11 may be modified at the sole discretion of the General Partner of the Issuer.

Source: Form D, filed Mar 26, 2012. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

WESTFIELD DIVIDEND GROWTH FUND LIMITED PARTNERSHIP

Investment adviser: WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

Gross asset value: $45.2M
Beneficial owners: 29
ADV minimum commitment: $1M

Reported in Form ADV on Jun 4, 2013. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 740946 · Jun 4, 2013 · Schedule D 7.B.(1), fund 805-7016146483

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
William A. Muggia	Executive, Promoter
N/A Westfield Capital Management Company, L.P.	Promoter
N/A Westfield Partners, L.L.C.,	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

One Financial Center 24 Th Floor
Boston, MA, 02111