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| Happy Holidays!! thanks for using AUM13F!! |
| Westchester Capital Partners LLC
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| CRD # | 135955 |
| SEC # | 801-73214 |
| CIK # | 0001277372 |
| AUM | $28.5 M (2025-05-06) |
| Employees | |
| Phone | 914-741-5600 |
| Address | 100 Summit Lake Drive Valhalla, NY 10595-1339 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Kellogg Co | 0.1 | ||
| Frontier Communications Corp | 0.1 | ||
| WMI Holdings Corp | 0.1 | ||
| Liberty Broadband Corp | 0.1 | ||
| Interpublic Group of Companies Inc | 0.1 | ||
| Ares Acquisition Corp II | 0.0 | ||
| Proassurance Corp | 0.0 | ||
| Skechers USA Inc | 0.0 | ||
| Agriculture & Natural Solutions Acquisition Corp | 0.0 | ||
| K&F Growth Acquisition Corp II | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Westchester Capital Master Trust | [2012-02-09] | 71.4 | 28.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 28.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 28.5 |
| By Discretionary | ||
| Discretionary | 2 | 28.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 28.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 27.3 | |
| Total | 2 | 28.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Shannon | 48 | ||
| Robert Lynch | 20 | ||
| Abraham Cary | 1 | ||
| Roy Behren | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001277372] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Westchester Capital Management LLC
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|
NY | 2.8 |
|
Westchester Capital Partners LLC
✚
|
NY | 0.0 |
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|---|---|---|
|
Old Bellows Partners LP
✚
|
NY | 0.0 |
|
Glade Capital Management LP
✚
|
FL | 0.0 |
|
Erez Asset Management LLC
✚
|
NY | 0.0 |
|
Newoak Asset Management LLC
✚
|
NY | 0.0 |
|
Gilead Capital LP
✚
|
NY | 0.0 |
|
Sky Creek Capital Management LLC
✚
|
0.0 | |
|
Alternative Access Funds LLC
✚
|
CA | 0.0 |
|
Triaxx Asset Management LLC
✚
|
NY | 0.0 |
|
Artesian Capital Management Delaware LP
✚
|
NY | 0.0 |
|
DJA Capital Management LP
✚
|
NY | 0.0 |