Westchester Capital Partners, LLC
Westchester Capital Partners, LLC is an SEC-registered asset manager in Valhalla, NY with $34.2M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Westchester Capital Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135955, SEC 801-73214, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $34.2M (2026-06-24)
- Firm type
- Asset Manager
- Location
- Valhalla, NY
- Employees
- 14
- Clients
- 2
- CRD
- 135955
- Ownership
- BEHREN, ROY, DOUGLAS; GREEN, FREDERICK, WILLIAM; SMITH, BONNIE, LEE; LYNCH, ROBERT, KELLY; RUBIN, BRUCE, JAY
How much AUM does Westchester Capital Partners, LLC have?
Westchester Capital Partners, LLC reported $34.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Westchester Capital Partners, LLC?
Disclosed owners and executives of Westchester Capital Partners, LLC include BEHREN, ROY, DOUGLAS, GREEN, FREDERICK, WILLIAM, SMITH, BONNIE, LEE, LYNCH, ROBERT, KELLY, RUBIN, BRUCE, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.