Westfield Capital Management
advisor38 known aliases resolved via the canonical alias map
Market position · 2024
Plans served33-3 YoYRank #527 of mapped providers
Assets under administration$74.2B0.1%Market share · rank #202
Fees received$9MMedian $130,544/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Westfield Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Westfield Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 29 | $130,544 | |
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by planCode 21 | 2 | $19,613 | |
Securities brokerage commissions and fees; Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 2 | $319,398 |
Competitor overlap
Percent of Westfield Capital Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Westfield Capital Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Westfield Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
MUFG BANK, LTD.NY · 135611741-016 | Morgan Stanley | $1.1B |
SHEET METAL WORKERS PENSION FUND 46NY · 516123374-001 | Third Point Offshore Fund | $100M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $2M | 6y | - |
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | $14.7B | 92,130 | $1M | 6y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $750,280 | 10y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $116,764 | 10y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $446,954 | 3y | - |
GENUINE PARTS COMPANYGA · 580254510-001 | $2.0B | 15,587 | $281,377 | 10y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $470,700 | 9y | - |
TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION TRUSTMN · 416131800-001 | $1.6B | 9,553 | $156,554 | 10y | - |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-001 | $1.5B | 25,602 | $603,859 | 10y | - |
WELLSTAR HEALTH SYSTEM, INC.GA · 581649541-003 | $1.5B | 21,242 | $735,907 | 6y | - |
Flag exposure
97.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (38)
Raw Schedule C names collapsed into Westfield Capital Management.
- KRAVITZ TALAMO & LEYTON LLP
- KRAW & KRAW LAW GROUP
- KRAW & KRAW LAW GROUP APC
- KRAW AND KRAW LAW GROUP APC
- KRAW LAW GROUP, A PROFESSIONAL CORP
- KRAY KAISER LTD
- KREDER BROOKS HAILSTONE LLP
- WESTFIELD
- WESTFIELD CAPITAL
- WESTFIELD CAPITAL MANAGEMENT
- WESTFIELD CAPITAL MANAGEMENT CO
- WESTFIELD CAPITAL MANAGEMENT CO LLC
- WESTFIELD CAPITAL MANAGEMENT CO LP
- WESTFIELD CAPITAL MANAGEMENT CO, LP
- WESTFIELD CAPITAL MANAGEMENT CO.
- WESTFIELD CAPITAL MANAGEMENT CO. LP
- WESTFIELD CAPITAL MANAGEMENT CO., L
- WESTFIELD CAPITAL MANAGEMENT COMP
- WESTFIELD CAPITAL MANAGEMENT COMPAN
- WESTFIELD CAPITAL MANAGEMENT LLC
- WESTFIELD CAPITAL MANAGEMENT LP
- WESTFIELD CAPITAL MANAGEMENT, L.P.
- WESTFIELD CAPITAL MANAGEMENT, LP
- WESTFIELD CAPITAL MANGAGEMENT COMPA
- WESTFIELD CAPITAL MGMT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Westfield Capital Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 3.03% | 7.76% | -4.73 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Westfield Capital Management. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Westfield Capital Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Morgan Lewis & Bockius LLP | 4 | 12.1% |
| Willig Williams & Davidson | 4 | 12.1% |
| Kraw & Kraw Law Group | 2 | 6.1% |
| Mooney, Green, Baker & Saidon PC | 2 | 6.1% |
| O'Brien, Belland & Bushinsky, LLC | 2 | 6.1% |
| Proskauer Rose LLP | 2 | 6.1% |
| Blake & Uhlig, P.A. | 1 | 3.0% |
| Blitman & King LLP | 1 | 3.0% |
| Bredhoff & Kaiser PLLC | 1 | 3.0% |
| Cohen Weiss & Simon LLP | 1 | 3.0% |