The Westchester Group, LLC
● SEC registered since 2018CRD 288959SEC# 801-113448
Reg. AUM
$187.9M
Employees
2
Accounts
23
Location
—
The Westchester Group, LLC assets under management
The Westchester Group, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2018. It reports $187.9 million in regulatory assets under management and employs 2 people.
The Westchester Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Jo Kielczewski | Chief Compliance Officer | Over 75% | 2017 |
| William Joseph Kielczewski Control | President And Director Of Sales And Trading | Under 5% | 2017 |
Frequently asked questions
How much does The Westchester Group, LLC manage?
The Westchester Group, LLC reports $187.9 million in regulatory assets under management on its Form ADV.
How many employees does The Westchester Group, LLC have?
The Westchester Group, LLC reports 2 employees.
Does The Westchester Group, LLC disclose fund performance?
The Westchester Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 419 290 0167 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 801113448 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$187.9M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$187.9Mregulatory AUM
Discretionary $50.3MNon-discretionary $137.6M