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WESTCHESTER CAPITAL MANAGEMENT, LLC

VALHALLA, NY · CRD 155686 · IAPD ↗ · 914-741-5600

$2.88BRegulatory AUM
6Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
April 2025 — WESTCHESTER CAPITAL MANAGEMENT, LLC reported RAUM down 29% ($3.97B -> $2.81B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — WESTCHESTER CAPITAL MANAGEMENT, LLC reported RAUM down 26% ($5.35B -> $3.97B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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