RIA Intel›Advisers›THE WESTCHESTER GROUP, LLC

THE WESTCHESTER GROUP, LLC

Advisory

N·

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM
$188M
1-Year AUM Growth
+8.9%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$188M
Discretionary AUM$50M
Non-Discretionary AUM$138M
Discretionary %26.8%
Total Clients23
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record13
First FilingMay 16, 2018
Latest FilingMar 11, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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