← Back to searchVisit website
WESTCHESTER CAPITAL MANAGEMENT, LLC
CRD 155686 · SEC 801-72002
100 SUMMIT LAKE DRIVE, VALHALLA, NY, 10595-1339, United States
Phone
914-741-5600
Fax
914-741-2950
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.88B
Discretionary AUM
$2.88B
Team
10 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 7 | $2.88B |
All web addresses on file
Official SEC filing: View on IAPD