Westchester Capital Management Inc
● SEC registered since 1986CRD 110961SEC# 801-28498Omaha, NE
Reg. AUM
$556.3M
Employees
7
Accounts
657
Location
Omaha, NE
Westchester Capital Management Inc assets under management
Westchester Capital Management Inc is an investment advisory firm registered with the SEC based in Omaha, NE. The firm has been registered since 1986. It reports $556.3 million in regulatory assets under management and employs 7 people.
Westchester Capital Management Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cindy Lou Christensen Control | President And Chief Executive Officer | Over 75% | 2016 |
| Donna Charlotte Erickson-Nelson Control | Chief Compliance Officer, Executive Vice President And Chief Operating Officer | Under 5% | 2019 |
Frequently asked questions
How much does Westchester Capital Management Inc manage?
Westchester Capital Management Inc reports $556.3 million in regulatory assets under management on its Form ADV.
How many employees does Westchester Capital Management Inc have?
Westchester Capital Management Inc reports 7 employees.
Where is Westchester Capital Management Inc located?
Westchester Capital Management Inc is based in Omaha, NE and has been SEC-registered since 1986.
Does Westchester Capital Management Inc disclose fund performance?
Westchester Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801 North 96th St, Omaha, NE 68114-2538 |
| Phone | 402-392-2418 |
| Fax | 402-392-2166 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$556.3MNo change
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$556.3Mregulatory AUM
Discretionary $556.3M