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Westchester Capital Management Inc

● SEC registered since 1986CRD 110961SEC# 801-28498Omaha, NE
Export (members)
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
NameTitleOwnershipSince
Cindy Lou Christensen ControlPresident And Chief Executive OfficerOver 75%2016
Donna Charlotte Erickson-Nelson ControlChief Compliance Officer, Executive Vice President And Chief Operating OfficerUnder 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

Address801 North 96th St, Omaha, NE 68114-2538
Phone402-392-2418
Fax402-392-2166
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$556.3M
Non-discretionary$0
Total (RAUM)$556.3M