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WESTCHESTER CAPITAL PARTNERS, LLC

VALHALLA, NY · CRD 135955 · IAPD ↗ · virtus.com · 914-741-5600

$34.2MRegulatory AUM
0Advisory reps
0Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — WESTCHESTER CAPITAL PARTNERS, LLC reported RAUM down 29% ($39.9M -> $28.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
30
April 2024 — WESTCHESTER CAPITAL PARTNERS, LLC reported RAUM down 36% ($62.5M -> $39.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.