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The Westchester Group, LLC

● SEC registered since 2018CRD 288959SEC# 801-113448
Export (members)
Reg. AUM
$181.3M
Employees
2
Accounts
22
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 $181.3 million in regulatory assets under management and employs 2 people.

The Westchester Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jennifer Jo KielczewskiChief Compliance OfficerOver 75%2017
William Joseph Kielczewski ControlPresident And Director Of Sales And TradingUnder 5%2017

Frequently asked questions

How much does The Westchester Group, LLC manage?

The Westchester Group, LLC reports $181.3 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

Phone419 290 0167
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK801113448
Discloses disciplinary historyYes

Assets under management

Discretionary$47.2M
Non-discretionary$134.1M
Total (RAUM)$181.3M