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| Westchester Capital Management LLC
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|---|---|
| CRD # | 155686 |
| SEC # | 801-72002 |
| CIK # | 0001512805, 0001390063 |
| AUM | $2.9 B (2026-03-30) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 914-741-5600 |
| Address | 100 Summit Lake Drive Valhalla, NY 10595-1339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Merrill Lynch Investment Solutions--Westchester Merger Arbitrage UCITS Fund | [2013-04-01] | 1.0 | 7.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 2.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 2.9 |
| By Discretionary | ||
| Discretionary | 7 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 7 | 2.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Guillaume | 4 | ||
| Jeanclaude Wolter | 2 | ||
| James Munce | 1 | ||
| Eric Personne | 1 | ||
| Miriam Muller | 1 | ||
| Raymond Blokland | 1 | ||
| Dauphou Edi | 1 | ||
| Riccardo Fisogni | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001390063] | |
| 13F-HR | [0001512805] | |
| SC 13G | [0001512805] |
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|---|---|---|
|
Cohen & Steers Asia Limited
✚
|
2.9 | |
|
IWC Investment Partners A/S
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|
2.9 | |
|
Flexpath Strategies LLC
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CA | 2.9 |
|
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NY | 2.9 |
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Timothy Partners Ltd
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FL | 2.9 |
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Blockchain Capital LLC
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CA | 2.9 |
|
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|
CA | 2.8 |
|
Western Asset Management Company PTE Ltd
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|
2.8 | |
|
Avenir Management Company LLC
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|
NY | 2.8 |
|
VETA Investment Partners LLC
✚
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KS | 2.8 |