Westchester Capital Partners, LLC
● SEC registered since 2012CRD 135955SEC# 801-73214Valhalla, NY
Ranks #5,904 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$34.2M
Fund GAV
$34.2M
Private funds
1
Employees
—
Accounts
2
Location
Valhalla, NY
Westchester Capital Partners, LLC assets under management
Westchester Capital Partners, LLC is a registered investment adviser overseen by the SEC based in Valhalla, NY. The firm has been registered since 2012. It reports $34.2 million in regulatory assets under management. Westchester Capital Partners, LLC manages 1 private fund with combined gross assets of $34.2 million, including Westchester Capital Master Trust. By regulatory assets, it ranks 5,904 of 6,004 private fund managers.
Westchester Capital Partners, LLC private funds
1 funds · $34.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Westchester Capital Master Trust | Hedge | $34.2M | $500K |
Westchester Capital Partners, 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 Partners, LLC manage?
Westchester Capital Partners, LLC reports $34.2 million in regulatory assets under management on its Form ADV.
How many private funds does Westchester Capital Partners, LLC manage?
Westchester Capital Partners, LLC manages 1 private funds with combined gross assets of $34.2 million.
Where is Westchester Capital Partners, LLC located?
Westchester Capital Partners, LLC is based in Valhalla, NY and has been SEC-registered since 2012.
Does Westchester Capital Partners, LLC disclose fund performance?
Westchester Capital Partners, 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 | 1277372 |
| Discloses disciplinary history | No |
Regulatory AUM
$34.2M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
AUM vs fund managersTop 98%
Larger than 2% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
Assets under management
$34.2Mregulatory AUM
Discretionary $34.2M
Service providers
Auditor
Prime broker
Custodian
Administrator