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| Westchester Capital Partners LLC
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|---|---|
| CRD # | 135955 |
| SEC # | 801-73214 |
| CIK # | 0001277372 |
| AUM | 34.2 M (2026-06-24) |
| Employees | |
| Fees | |
| Minimum | |
| Phone | 914-741-5600 |
| Address | 100 Summit Lake Drive Valhalla, NY 10595-1339 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001277372 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Electronic Arts Inc | 0.1 | ||
| Norfolk Southern Corp | 0.1 | ||
| Discovery Communications Inc | 0.1 | ||
| Webster Financial Corp | 0.1 | ||
| Chart Industries Inc | 0.1 | ||
| Unifirst Corp | 0.1 | ||
| Colony NorthStar Inc | 0.0 | ||
| Penumbra Inc | 0.0 | ||
| Agriculture & Natural Solutions Acquisition Corp | 0.0 | ||
| Rocky Holding Inc | 0.0 | ||
| Drugs MADE in America Acquisition Corp | 0.0 | ||
| Sizzle Acquisition Corp II | 0.0 | ||
| Delphi Automotive PLC | 0.0 | ||
| K&F Growth Acquisition Corp II | 0.0 | ||
| Gigcapital8 Corp | 0.0 | ||
| Oyster Enterprises II Acquisition Corp | 0.0 | ||
| Kochav Defense Acquisition Corp | 0.0 | ||
| Soulpower Acquisition Corp | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Westchester Capital Master Trust | [2012-02-09] | 71.4 M | 34.2 M |
| Filed 2025-04-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| 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 | 34.2 |
| (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 | 34.2 |
| By Discretionary | ||
| Discretionary | 2 | 34.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 34.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.2 | |
| United States Persons | 26.0 | |
| Total | 2 | 34.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Shannon | Executive Officer | 48 | 3 | |
| Robert Lynch | Executive Officer | 20 | 3 | |
| Abraham Cary | Executive Officer | 1 | 1 | |
| Roy Behren | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001277372] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | NO6Y0OX3YS81S6SG4Z16 |
| Related Firms | State | AUM |
|---|---|---|
|
Westchester Capital Management LLC
✚
|
NY | 2,884.1 M |
|
Westchester Capital Partners LLC
✚
|
NY | 34.2 M |
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|---|---|---|
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TX | 37.4 M |
|
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MA | 36.9 M |
|
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|
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|
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|
DJA Capital Management LP
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|
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|
Kenmar Preferred Investments LLC
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|
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|
Glade Capital Management LP
✚
|
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|
Old Bellows Partners LP
✚
|
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