Westchester Capital Management, LLC
● SEC registered since 2010CRD 155686SEC# 801-72002Valhalla, NY
Reg. AUM
$2.88B
Employees
10
Accounts
7
Location
Valhalla, NY
Westchester Capital Management, LLC assets under management
Westchester Capital Management, LLC operates as an SEC-registered investment adviser based in Valhalla, NY. The firm has been registered since 2010. It reports $2.9 billion in regulatory assets under management and employs 10 people.
Westchester Capital Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andra Cynthia Purkalitis Control | Executive Vice President And Chief Legal Officer | Under 5% | 2023 |
| Casaundra Lee Wu Control | Assistant Managing Director And Chief Compliance Officer | Under 5% | 2021 |
| Christopher J Colomb Control | Chief Operations Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Westchester Capital Management, LLC manage?
Westchester Capital Management, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Westchester Capital Management, LLC have?
Westchester Capital Management, LLC reports 10 employees.
Where is Westchester Capital Management, LLC located?
Westchester Capital Management, LLC is based in Valhalla, NY and has been SEC-registered since 2010.
Does Westchester Capital Management, LLC disclose fund performance?
Westchester Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Summit Lake Drive, Valhalla, NY 10595-1339 |
| Phone | 914-741-5600 |
| Fax | 914-741-2950 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1512805 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.88B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$2.88Bregulatory AUM
Discretionary $2.88B