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Westchester Capital Partners, LLC

● SEC registered since 2012CRD 135955SEC# 801-73214Valhalla, NY
Export (members)
Ranks #5,720 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$28.5M
Fund GAV
$28.5M
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 $28.5 million in regulatory assets under management. Westchester Capital Partners, LLC manages 1 private fund with combined gross assets of $28.5 million, including Westchester Capital Master Trust. By regulatory assets, it ranks 5,720 of 5,911 private fund managers.

Westchester Capital Partners, LLC private funds

1 funds · $28.5M GAV
FundTypeGross assetsMin.
Westchester Capital Master TrustHedge$28.5M$500K

Westchester Capital Partners, 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 Partners, LLC manage?

Westchester Capital Partners, LLC reports $28.5 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 $28.5 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

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)
CIK1277372
Discloses disciplinary historyNo

Assets under management

Discretionary$28.5M
Non-discretionary$0
Total (RAUM)$28.5M

Service providers