WESTFIELD CAPITAL MANAGEMENT COMPANY LP

HTTPS://TWITTER.COM/WESTFIELD_CAP • BOSTON, MA • Investment Advisor • Hedge Fund How do I update this listing?

Westfield Capital Management Company is based out of Boston. Westfield Capital Management Company is a hedge fund with 732 clients and discretionary assets under management (AUM) of $14,462,520,889 (Form ADV from 2020-06-19). Their last reported 13F filing for Q2 2020 included $14,541,816,000 in managed 13F securities and a top 10 holdings concentration of 23.03%. Westfield Capital Management Company's largest holding is Amazon.com Inc. with shares held of 187,993. Westfield Capital Management Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 76 13F filings, and 284 13G filings

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06/30/2020

13F Activity

  • Market Value $14.542 Billion
  • Prior Market Value $11.354 Billion
  • New Purchases43 stocks
  • Additional Purchases72 stocks
  • Sold out of29 stocks
  • Reduced holdings in106 stocks
  • Top 10 Holdings % 23.03 %
  • Turnover % [1]:31.30%
  • Turnover Alt % [2]: 13.72 %
  • Time Held Top20:9.90 quarters
  • Time Held Top10:10.70 quarters
  • Time Held All:10.22 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 13.07%
Performance Last 4 Quarters: 30.0%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
Classified as Hedge Fund
ONE FINANCIAL CENTER
BOSTON MA    02111
Country: United States
Business Phone: (617) 428-7100
Fax: (617) 428-7190
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 57
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 56,825,700
Total Number of Clients: 732
Amount of client funds and securities by related persons: 56,825,700
Total Number of clients from related persons: 5
Disclosures:
Data above was derived from SEC filings.

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WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

ownership team - last updated 2020-06-19
Name Title Start Date Direct/Indirect % Ownership
WMS GENERAL PARTNER LLC GENERAL PARTNER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. GENERAL PARTNER direct 2008-06-01
WMS MANAGEMENT LLC LIMITED PARTNER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01
MUGGIA, WILLIAM, ALBERT CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 11/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
KEARNEY, KATHRYN, ANN PARTNER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ANCHOR/RUSSELL CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
ANCHOR CAPITAL ADVISORS LLC CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-09-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2012-12-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER direct 2012-12-01
MONTGOMERY, JOHN, MORGEN CHIEF OPERATING OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01
LEE, RICHARD, DAILYONG DEPUTY CHIEF INVESTMENT OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
WMS MANAGEMENT LLC SOLE MEMBER WMS GENERAL PARTNER LLC 06/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01
MUGGIA, WILLIAM, ALBERT MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 06/01/2008 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
FLORES, ROBERT, TIZOC MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
LEE, RICHARD, DAILYONG MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
MEYERS, ETHAN, JOSEPH MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PARTNER direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. BOARD OF DIRECTORS direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
MONTGOMERY, JOHN, MORGEN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WESTFIELD MICRO CAP FUND LIMITED PARTNERSHIP United States 805-5244849044 Hedge Fund 27,912,475 500,000
WESTFIELD SELECT GROWTH EQUITY LP United States 805-9789197095 Other Private Fund LIMITED PARTNERSHIP 14,491,991 1,000,000
WESTFIELD CAPITAL SPV I, LP United States 805-2654931155 Private Equity Fund 10,665,845 200,000

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

ownership team - last updated 2020-03-10
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WESTFIELD MICRO CAP FUND LIMITED PARTNERSHIP United States 805-5244849044 Hedge Fund 27,912,475 500,000
WESTFIELD SELECT GROWTH EQUITY LP United States 805-9789197095 Other Private Fund LIMITED PARTNERSHIP 14,491,991 1,000,000
WESTFIELD CAPITAL SPV I, LP United States 805-2654931155 Private Equity Fund 10,665,845 200,000

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

ownership team - last updated 2019-10-09
Name Title Start Date Direct/Indirect % Ownership
WMS GENERAL PARTNER LLC GENERAL PARTNER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. GENERAL PARTNER direct 2008-06-01
WMS MANAGEMENT LLC LIMITED PARTNER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01
MUGGIA, WILLIAM, ALBERT CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 11/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
KEARNEY, KATHRYN, ANN PARTNER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ANCHOR/RUSSELL CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
ANCHOR CAPITAL ADVISORS LLC CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-09-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2012-12-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER direct 2012-12-01
MONTGOMERY, JOHN, MORGEN CHIEF OPERATING OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01
LEE, RICHARD, DAILYONG DEPUTY CHIEF INVESTMENT OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
WMS MANAGEMENT LLC SOLE MEMBER WMS GENERAL PARTNER LLC 06/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01
MUGGIA, WILLIAM, ALBERT MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 06/01/2008 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
THOMPSON, DAVID, HAMLEN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS B MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2011-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2011-01-01
FLORES, ROBERT, TIZOC MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
LEE, RICHARD, DAILYONG MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
MEYERS, ETHAN, JOSEPH MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PARTNER direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. BOARD OF DIRECTORS direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
MONTGOMERY, JOHN, MORGEN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WESTFIELD MICRO CAP FUND LIMITED PARTNERSHIP United States 805-5244849044 Hedge Fund 20,132,690 500,000
WESTFIELD SELECT GROWTH EQUITY LP United States 805-9789197095 Other Private Fund LIMITED PARTNERSHIP 9,910,647 1,000,000
WESTFIELD CAPITAL SPV I, LP United States 805-2654931155 Private Equity Fund 12,068,720 200,000

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

ownership team - last updated 2019-09-05
Name Title Start Date Direct/Indirect % Ownership
WMS GENERAL PARTNER LLC GENERAL PARTNER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. GENERAL PARTNER direct 2008-06-01
WMS MANAGEMENT LLC LIMITED PARTNER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01
MUGGIA, WILLIAM, ALBERT CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 11/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
KEARNEY, KATHRYN, ANN PARTNER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ANCHOR/RUSSELL CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
ANCHOR CAPITAL ADVISORS LLC CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-09-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2012-12-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER direct 2012-12-01
MONTGOMERY, JOHN, MORGEN CHIEF OPERATING OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01
LEE, RICHARD, DAILYONG DEPUTY CHIEF INVESTMENT OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
WMS MANAGEMENT LLC SOLE MEMBER WMS GENERAL PARTNER LLC 06/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01
MUGGIA, WILLIAM, ALBERT MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 06/01/2008 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
THOMPSON, DAVID, HAMLEN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS B MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2011-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2011-01-01
FLORES, ROBERT, TIZOC MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
LEE, RICHARD, DAILYONG MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
MEYERS, ETHAN, JOSEPH MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PARTNER direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. BOARD OF DIRECTORS direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
MONTGOMERY, JOHN, MORGEN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WESTFIELD MICRO CAP FUND LIMITED PARTNERSHIP United States 805-5244849044 Hedge Fund 20,132,690 500,000
WESTFIELD SELECT GROWTH EQUITY LP United States 805-9789197095 Other Private Fund LIMITED PARTNERSHIP 9,910,647 1,000,000
WESTFIELD CAPITAL SPV I, LP United States 805-2654931155 Private Equity Fund 12,068,720 200,000

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
WMS GENERAL PARTNER LLC GENERAL PARTNER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. GENERAL PARTNER direct 2008-06-01
WMS MANAGEMENT LLC LIMITED PARTNER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01
MUGGIA, WILLIAM, ALBERT CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 11/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
KEARNEY, KATHRYN, ANN PARTNER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ANCHOR/RUSSELL CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
ANCHOR CAPITAL ADVISORS LLC CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-09-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2012-12-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER direct 2012-12-01
MONTGOMERY, JOHN, MORGEN CHIEF OPERATING OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01
LEE, RICHARD, DAILYONG DEPUTY CHIEF INVESTMENT OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
WMS MANAGEMENT LLC SOLE MEMBER WMS GENERAL PARTNER LLC 06/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01
MUGGIA, WILLIAM, ALBERT MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 06/01/2008 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
THOMPSON, DAVID, HAMLEN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS B MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2011-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2011-01-01
FLORES, ROBERT, TIZOC MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
JACOBS, BRUCE, NATHAN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
LEE, RICHARD, DAILYONG MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
MEYERS, ETHAN, JOSEPH MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PARTNER direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. BOARD OF DIRECTORS direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
MONTGOMERY, JOHN, MORGEN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WESTFIELD MICRO CAP FUND LIMITED PARTNERSHIP United States 805-5244849044 Hedge Fund 20,132,690 500,000
WESTFIELD SELECT GROWTH EQUITY LP United States 805-9789197095 Other Private Fund LIMITED PARTNERSHIP 9,910,647 1,000,000
WESTFIELD CAPITAL SPV I, LP United States 805-2654931155 Private Equity Fund 12,068,720 200,000

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

ownership team - last updated 2018-10-01
Name Title Start Date Direct/Indirect % Ownership
WMS GENERAL PARTNER LLC GENERAL PARTNER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. GENERAL PARTNER direct 2008-06-01
WMS MANAGEMENT LLC LIMITED PARTNER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01
MUGGIA, WILLIAM, ALBERT CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 11/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
KEARNEY, KATHRYN, ANN PARTNER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ANCHOR/RUSSELL CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
ANCHOR CAPITAL ADVISORS LLC CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-09-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2012-12-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER direct 2012-12-01
MONTGOMERY, JOHN, MORGEN CHIEF OPERATING OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01
LEE, RICHARD, DAILYONG DEPUTY CHIEF INVESTMENT OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
WMS MANAGEMENT LLC SOLE MEMBER WMS GENERAL PARTNER LLC 06/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01
MUGGIA, WILLIAM, ALBERT MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 06/01/2008 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
THOMPSON, DAVID, HAMLEN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS B MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2011-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2011-01-01
FLORES, ROBERT, TIZOC MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
JACOBS, BRUCE, NATHAN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
LEE, RICHARD, DAILYONG MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
MEYERS, ETHAN, JOSEPH MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PARTNER direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. BOARD OF DIRECTORS direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
MONTGOMERY, JOHN, MORGEN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WESTFIELD MICRO CAP FUND LIMITED PARTNERSHIP United States 805-5244849044 Hedge Fund 20,874,828 500,000
WESTFIELD SELECT GROWTH EQUITY LP United States 805-9789197095 Other Private Fund LIMITED PARTNERSHIP 9,916,497 1,000,000
WESTFIELD CAPITAL SPV I, LP United States 805-2654931155 Private Equity Fund 12,105,085 200,000

WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.

ownership team - last updated 2017-09-08
Name Title Start Date Direct/Indirect % Ownership
LEE, RICHARD, DAILYONG DEPUTY CHIEF INVESTMENT OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
MONTGOMERY, JOHN, MORGEN CHIEF OPERATING OFFICER 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01
KEARNEY, KATHRYN, ANN CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER 12/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ANCHOR/RUSSELL CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2010-09-01
ANCHOR CAPITAL ADVISORS LLC CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-09-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER direct 2012-12-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF FINANCIAL OFFICER direct 2012-12-01
MUGGIA, WILLIAM, ALBERT CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 11/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
WMS MANAGEMENT LLC LIMITED PARTNER 06/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01
WMS GENERAL PARTNER LLC GENERAL PARTNER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. GENERAL PARTNER direct 2008-06-01
MONTGOMERY, JOHN, MORGEN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF OPERATING OFFICER direct 2015-01-01
MEYERS, ETHAN, JOSEPH MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PARTNER direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. BOARD OF DIRECTORS direct 2008-04-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
LEE, RICHARD, DAILYONG MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. DEPUTY CHIEF INVESTMENT OFFICER direct 2016-01-01
JACOBS, BRUCE, NATHAN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
FLORES, ROBERT, TIZOC MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2013-01-01
THOMPSON, DAVID, HAMLEN MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 01/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS B MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2011-01-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2011-01-01
MUGGIA, WILLIAM, ALBERT MEMBER OF MANAGEMENT COMMITTEE WMS MANAGEMENT LLC 06/01/2008 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CEO, CIO direct 2001-11-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, SENIOR VICE PRESIDENT, SHAREHOLDER OF BPFH direct 1994-04-01 2001-05-15
WESTFIELD CAPITAL MANAGEMENT CO INC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER direct 1994-04-01 2002-01-29
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, CO-PRESIDENT, CIO, SHAREHOLDER, PORTFOLIO MGR direct 1994-04-01 2004-02-09
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 1994-04-01 2006-03-31
WESTFIELD CAPITAL MANAGEMENT COMPANY, LLC DIRECTOR, PRESIDENT, CIO direct 2001-11-01 2008-03-24
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO, BOARD OF DIRECTORS direct 2001-11-01 2008-08-19
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CLASS A MEMBER, MEMBER OF MANAGEMENT COMMITTEE indirect 2008-06-01 2013-01-11
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. CEO direct 2001-11-01 2015-12-04
WMS MANAGEMENT LLC SOLE MEMBER WMS GENERAL PARTNER LLC 06/01/2008 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. LIMITED PARTNER direct 2008-06-01
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. SOLE MEMBER indirect 2008-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
WESTFIELD EMERGING MARKETS SMALL CAP FUND LP United States 805-6093562453 Other Private Fund LIMITED PARTNERSHIP 10,148,292 1,000,000
WESTFIELD MICRO CAP FUND LIMITED PARTNERSHIP United States 805-5244849044 Hedge Fund 20,236,918 500,000
WESTFIELD SELECT GROWTH EQUITY LP United States 805-9789197095 Other Private Fund LIMITED PARTNERSHIP 8,157,903 1,000,000
WESTFIELD CAPITAL SPV I, LP United States 805-2654931155 Private Equity Fund 12,126,638 200,000
WESTFIELD GLOBAL DIVIDEND GROWTH FUND LP United States 805-6564903730 Other Private Fund LIMITED PARTNERSHIP 1,158,878 1,000,000

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