RIA Intel›Advisers›New York›WESTCHESTER CAPITAL MANAGEMENT, LLC

WESTCHESTER CAPITAL MANAGEMENT, LLC

Institutional

N·VALHALLA, NY

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$2.9B
1-Year AUM Growth
-25.8%
3-Year CAGR
-5.2%
Employees
6
Assets Under Management
Total AUM$2.9B
Discretionary AUM$2.9B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees6
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record25
First FilingNov 18, 2010
Latest FilingMar 30, 2026
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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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