Wealth Manager
    SEC Registered

    Westchester Capital Management Inc

    Registered investment advisor · Omaha, Nebraska · CRD #110961

    Assets Under Management
    $556M
    Client Accounts
    657
    Employees
    7
    CRD Number
    110961
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Westchester Capital Management Inc

    Investment Adviser Firm Summary. WESTCHESTER CAPITAL MANAGEMENT INC ( CRD # 110961/SEC#:801-28498 ). WESTCHESTER CAPITAL MANAGEMENT INC. View latest Form ADV ... Westchester Capital Management, Inc. was founded in January 1987 to manage investment assets--primarily stocks and bonds--for individuals, trusts, corporations ... The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Westchester Capital Management Inc is not a registered broker- ...

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Westchester Capital Management Inc

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    Frequently Asked Questions

    What is Westchester Capital Management Inc's AUM?

    Westchester Capital Management Inc reports approximately $556M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Westchester Capital Management Inc headquartered?

    Westchester Capital Management Inc is headquartered in Omaha, Nebraska.

    What is Westchester Capital Management Inc's CRD number?

    Westchester Capital Management Inc's CRD number is 110961. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Westchester Capital Management Inc manage?

    Westchester Capital Management Inc manages approximately 657 client accounts according to its latest SEC filing.

    Is Westchester Capital Management Inc SEC registered?

    Yes, Westchester Capital Management Inc is registered with the SEC as an investment adviser with an approved registration status.

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