RIA Intel›Advisers›Nebraska›WESTCHESTER CAPITAL MANAGEMENT INC

WESTCHESTER CAPITAL MANAGEMENT INC

Advisory

N·OMAHA, NE

Data as of Sep 27, 2024 · Source: SEC Form ADV

Total AUM
$556M
1-Year AUM Growth
+11.1%
3-Year CAGR
+5.2%
Employees
3
Assets Under Management
Total AUM$556M
Discretionary AUM$556M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients467
Team
Total Employees3
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record46
First FilingApr 30, 2001
Latest FilingSep 27, 2024
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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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