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| Happy Holidays!! thanks for using AUM13F!! |
| The Westchester Group LLC
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| CRD # | 288959 |
| SEC # | 801-113448 |
| CIK # | 0801113448 |
| AUM | $181.3 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 419-290-0167 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 9.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 171.6 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 181.3 |
| By Discretionary | ||
| Discretionary | 17 | 47.2 |
| Non-Discretionary | 5 | 134.1 |
| Total | 22 | 181.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.3 | |
| Total | 22 | 181.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinnacle Wealth Management LLC
✚
|
CA | 0.2 |
|
Alexis Investment Partners LLC
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|
0.2 | |
|
Attentive Investments LLC
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CA | 0.2 |
|
Sackett Wealth Advisors Inc
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|
CA | 0.2 |
|
CornerStone Alternatives LLC
✚
|
SC | 0.2 |
|
Advisory Investor Services LLC
✚
|
FL | 0.2 |
|
Financial Management Inc
✚
|
AR | 0.2 |
|
ACME Jack Investments LLC
✚
|
0.2 | |
|
Arista Advisory Group LLC
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|
NY | 0.2 |
|
SFC Financial LLC
✚
|
MO | 0.2 |