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WESTCHESTER CAPITAL MANAGEMENT INC
CRD 110961 · SEC 801-28498
801 NORTH 96TH ST, OMAHA, NE, 68114-2538, United States
Phone
402-392-2418
Fax
402-392-2166
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$556.3M
Discretionary AUM
$556.3M
Team
7 total employees; 3 advisory reps; 41 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-09-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 247 | $65.0M |
| High net worth individuals | 198 | $436.8M |
| Pension/profit sharing plans | 9 | $23.9M |
| Corporations/business entities | 13 | $30.3M |
States served
AZ, CO, IA, KS, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD