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Investments

19

Portfolio Exits

11

About Westfield Capital Management

Westfield Capital Management Company, LLC, a SEC-registered investment advisor dedicated to providing quality investment management services to institutions and wealthy individuals, was founded in 1989. Westfield supervises domestic growth equities, with products focusing on each segment of the capitalization spectrum. Investment professionals employ an in-depth, fundamental research process to uncover growth opportunities not yet fully appreciated by the market. Westfield currently manages over $13 billion in client assets.

Westfield Capital Management Headquarter Location

One Financial Center 24th Floor

Boston, Massachusetts, 02111,

United States

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Latest Westfield Capital Management News

State Street Global Advisors Adds 17 Strategies to the SMArtX UMA Platform

Jan 2, 2019

Scharf Investments, AlphaVee Solutions, Westfield Capital Management Round Out the Month January 2nd, 2019 – West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading financial technology and Turnkey Asset Management Platform (TAMP), today expanded the number of third party investment manager models offered on its UMA platform. SMArtX added 21 new strategies, and now features over 170 firms and more than 450 strategies. The strategies include a full array of traditional long only, long/short equity, global macro, and direct indexes, all offered in an UMA structure. The new firms and strategies include: • State Street Global Advisors: Income Allocation ETF Model Portfolio, Strategic Opportunities ETF Model Portfolios: 10/90, Strategic Opportunities ETF Model Portfolios: 20/80, Strategic Opportunities ETF Model Portfolios: 30/70, Strategic Opportunities ETF Model Portfolios: 40/60, Strategic Opportunities ETF Model Portfolios: 50/50, Strategic Opportunities ETF Model Portfolios: 60/40, Strategic Opportunities ETF Model Portfolios: 70/30, Strategic Opportunities ETF Model Portfolios: 80/20, Strategic Opportunities ETF Model Portfolios: 90/10, Strategic Opportunities ETF Model Portfolios: 98/2, Tactical Allocation Model ETF Portfolios: Conservative, Tactical Allocation Model ETF Portfolios: Growth, Tactical Allocation Model ETF Portfolios: Maximum Growth, Tactical Allocation Model ETF Portfolios: Moderate, Tactical Allocation Model ETF Portfolios: Moderate Conservative, Tactical Allocation Model ETF Portfolios: Moderate Growth • Scharf Investments: Large Cap Core • Westfield Capital Management: Large Cap Growth Equity • AlphaVee Solutions: Dynamic Multi-Factor US Equity Index, Dynamic Top 5 Sector Hedged US Equity About SMArtX Advisory Solutions ( www.smartxadvisory.com ) SMArtX Advisory Solutions is the next generation turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also uses its proprietary trading and managed accounts technology to power SMArtX ( www.smartx.us ), SS&C Advent ’s integrated unified managed account solution. Alex Smith-Ryland

Westfield Capital Management Investments

19 Investments

Westfield Capital Management has made 19 investments. Their latest investment was in SevOne as part of their Series C on September 9, 2015.

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Westfield Capital Management Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/23/2015

Series C

SevOne

$50M

Yes

Bain Capital Public Equity, Bain Capital Ventures, HarbourVest Partners, Osage Venture Partners, and VT Technology Ventures

2

5/10/2011

Series D

BioSet

$6.77M

No

1

2/19/2010

Series B - II

Tepha

$3M

No

Integra Ventures, Novartis Venture Funds, State Farm Insurance Companies, and The Vertical Group

9/12/2008

Series C

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$99M

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10

7/16/2008

Series A

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$99M

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10

Date

9/23/2015

5/10/2011

2/19/2010

9/12/2008

7/16/2008

Round

Series C

Series D

Series B - II

Series C

Series A

Company

SevOne

BioSet

Tepha

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Amount

$50M

$6.77M

$3M

$99M

$99M

New?

Yes

No

No

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Co-Investors

Bain Capital Public Equity, Bain Capital Ventures, HarbourVest Partners, Osage Venture Partners, and VT Technology Ventures

Integra Ventures, Novartis Venture Funds, State Farm Insurance Companies, and The Vertical Group

Sources

2

1

10

10

Westfield Capital Management Portfolio Exits

11 Portfolio Exits

Westfield Capital Management has 11 portfolio exits. Their latest portfolio exit was Tepha on July 27, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

7/27/2021

Acquired

BD

3

11/4/2019

Acquired

Turbonomic

3

7/1/2015

IPO

$991

Public

1

00/00/0000

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$991

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10

00/00/0000

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10

Date

7/27/2021

11/4/2019

7/1/2015

00/00/0000

00/00/0000

Exit

Acquired

Acquired

IPO

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Companies

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Valuation

$991

$991

Acquirer

BD

Turbonomic

Public

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Sources

3

3

1

10

10

Westfield Capital Management Acquisitions

2 Acquisitions

Westfield Capital Management acquired 2 companies. Their latest acquisition was Radyne on February 16, 2004.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

2/16/2004

$991

Acquired

10/7/1998

IPO

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$99M

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10

Date

2/16/2004

10/7/1998

Investment Stage

IPO

Companies

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Valuation

$991

Total Funding

$99M

Note

Acquired

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Sources

10

Westfield Capital Management Team

3 Team Members

Westfield Capital Management has 3 team members, including current Chief Executive Officer, Arthur J Bauernfeind.

Name

Work History

Title

Status

Arthur J Bauernfeind

Chief Executive Officer

Current

William Muggia

President

Current

Steven Demirjian

President

Former

Name

Arthur J Bauernfeind

William Muggia

Steven Demirjian

Work History

Title

Chief Executive Officer

President

President

Status

Current

Current

Former

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