Form D · Other Investment Fund

Westfield Health Care Fund LP

Boston, MA · CIK 0001843067

Offering snapshot reported Feb 8, 2022 · SEC filing

Reported sold: $2.53M
Investors reported: 10
Minimum accepted: $0
First sale: Feb 1, 2021

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$750,000 → $2,525,000
Reported investors5 → 10

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 8, 2022	Amendment	$2,525,000	$1,775,000vs Feb 12, 2021	10	SEC filing
Feb 12, 2021	Initial	$750,000	No comparison	5	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-389404

Limited Partnership Interests. The minimum initial investment of $1,000,000 and additional investment of $50,000 may be modified by the General Partner of the Issuer in its sole discretion.

Source: Form D, filed Feb 8, 2022. 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 HEALTH CARE FUND LP

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

Gross asset value: $4.02M
Beneficial owners: 10
ADV minimum commitment: $1M

Reported in Form ADV on Nov 3, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 1680895 · Nov 3, 2022 · Schedule D 7.B.(1), fund 805-5885481307

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

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

One Financial Center, 23 Rd Floor
Boston, MA, 02111