Westchester Capital Management, LLC

Westchester Capital Management, LLC (CRD# 155686) is a financial advisory firm headquartered in Valhalla, NY. They manage $3,775,974,963 in 6 accounts and serve the financial needs of clients across 0 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,776
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $629,329,161
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Financial Advisors at Westchester Capital Management, LLC
No Advisor Found.
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