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| Westchester Capital Management Inc
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|---|---|
| CRD # | 110961 |
| SEC # | 801-28498 |
| CIK # | 0001390063, 0001512805 |
| AUM | 556.3 M (2025-09-23) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 402-392-2418 |
| Address | 801 North 96th St Omaha, NE 68114-2538 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Caterpillar Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Valero Energy Corp/Tx | 0.0 | ||
| Waste Management Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 247 | 0.1 |
| (b) Individuals (high net worth individuals) | 198 | 0.4 |
| (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 | 9 | 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 | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 657 | 0.6 |
| By Discretionary | ||
| Discretionary | 657 | 0.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 657 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.6 | |
| Total | 657 | 0.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001390063] | |
| 13F-HR | [0001512805] | |
| SC 13G | [0001512805] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.4B |
| Clients | 41 |
| Serves | Institutional, Retail |
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