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Westchester Capital Management, LLC

● SEC registered since 2010CRD 155686SEC# 801-72002Valhalla, NY
Export (members)
Reg. AUM
$2.81B
Employees
11
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 $2.8 billion in regulatory assets under management and employs 11 people.

Westchester Capital Management, LLC owners & executives

10 reported
NameTitleOwnershipSince
Andra Cynthia Purkalitis ControlExecutive Vice President And Chief Legal OfficerUnder 5%2023
Casaundra Lee Wu ControlAssistant Managing Director And Chief Compliance OfficerUnder 5%2021
Christopher J Colomb ControlChief Operations OfficerUnder 5%2021
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Frequently asked questions

How much does Westchester Capital Management, LLC manage?

Westchester Capital Management, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.

How many employees does Westchester Capital Management, LLC have?

Westchester Capital Management, LLC reports 11 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

Address100 Summit Lake Drive, Valhalla, NY 10595-1339
Phone914-741-5600
Fax914-741-2950
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1512805
Discloses disciplinary historyNo

Assets under management

Discretionary$2.81B
Non-discretionary$0
Total (RAUM)$2.81B