Preliminary Performance

Good Afternoon,

Looking to see if any other RIAs use preliminary performance numbers in marketing materials. Final numbers could take a few weeks to be available and our Marketing staff often likes to use current quarter numbers. We want to see if saying preliminary is a common practice or not. If you provide preliminary numbers, could you share what disclosures you are using and if you then go back with final numbers?

Thank you,

Brandi McMahon
Compliance Officer
Westfield Capital Management Company, LP
One Financial Center, 23rd Floor
Boston, MA 02111
T: 617 428 7136
F: 617 249 1744
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