WESTCHESTER CAPITAL MANAGEMENT INC
CRD #110961 SEC #801-28498 OMAHA, NE 402-392-2418
SEC Registered
Total AUM
$556.3M
Discretionary
$556.3M
Employees
7
Clients
--
Accounts
657
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $556.3M | $556.3M | $0 | 7 | 41 |
| Sep 2024 | $502.7M | $502.7M | $0 | 9 | 47 |
| Feb 2024 | $452.5M | $452.5M | $0 | 8 | 59 |
| Jan 2024 | $452.5M | $452.5M | $0 | 8 | 59 |
| Sep 2023 | $452.5M | $452.5M | $0 | 8 | 59 |
| Jan 2023 | $427.2M | $427.2M | $0 | 8 | 52 |
| Nov 2022 | $427.2M | $427.2M | $0 | 8 | 52 |
| Sep 2022 | $427.2M | $427.2M | $0 | 8 | 52 |
| Dec 2021 | $431.7M | $431.7M | $0 | 8 | 55 |
| Sep 2021 | $431.7M | $431.7M | $0 | 8 | 55 |
| Sep 2020 | $357.6M | $357.6M | $0 | 8 | 67 |
| Jun 2020 | $335.6M | $335.6M | $0 | 7 | 57 |
| Jun 2020 | $335.6M | $335.6M | $0 | 7 | 57 |
| Dec 2019 | $335.6M | $335.6M | $0 | 7 | 57 |
| Sep 2019 | $335.6M | $335.6M | $0 | 7 | 57 |
| Jan 2019 | $318.9M | $318.9M | $0 | 7 | 43 |
| Sep 2018 | $318.9M | $318.9M | $0 | 7 | 43 |
| Sep 2017 | $289.4M | $289.4M | $0 | 5 | 400 |
| Feb 2017 | $269.8M | $269.8M | $0 | 5 | 300 |
| Sep 2016 | $269.8M | $269.8M | $0 | 5 | 300 |
| Mar 2016 | $271.7M | $271.7M | $0 | 8 | 300 |
| Jan 2016 | $271.7M | $271.7M | $0 | 8 | 300 |
| Sep 2015 | $271.7M | $271.7M | $0 | 8 | 300 |
| Sep 2014 | $276M | $276M | $0 | 8 | 300 |
| Sep 2013 | $241.5M | $241.5M | $0 | 8 | 300 |
| Sep 2013 | $241.5M | $241.5M | $0 | 8 | 300 |
| Jun 2013 | $226M | $226M | $0 | 5 | 300 |
| Sep 2012 | $226M | $226M | $0 | 1 | 300 |
| Jul 2012 | $215.5M | $215.5M | $0 | 1 | 300 |
| Mar 2012 | $215.5M | $215.5M | $0 | 1 | 300 |
| Apr 2011 | $202.4M | $202.4M | $0 | 5 | -- |
| Sep 2010 | $202.4M | $202.4M | $0 | 5 | -- |
| Jun 2010 | $193.7M | $193.7M | $0 | 5 | -- |
| Sep 2009 | $193.7M | $193.7M | $0 | 5 | -- |
| Sep 2008 | $213.6M | $213.6M | $0 | 5 | -- |
| Sep 2007 | $216M | $216M | $0 | 5 | -- |
| May 2007 | $184.1M | $184.1M | $0 | 5 | -- |
| Sep 2005 | $174.8M | $174.8M | $0 | 5 | -- |
| Sep 2001 | $142.2M | $142.2M | $0 | 5 | -- |
DateSep 2025
Total AUM$556.3M
Discretionary$556.3M
Non-Disc.$0
Employees7
Clients41
DateSep 2024
Total AUM$502.7M
Discretionary$502.7M
Non-Disc.$0
Employees9
Clients47
DateFeb 2024
Total AUM$452.5M
Discretionary$452.5M
Non-Disc.$0
Employees8
Clients59
DateJan 2024
Total AUM$452.5M
Discretionary$452.5M
Non-Disc.$0
Employees8
Clients59
DateSep 2023
Total AUM$452.5M
Discretionary$452.5M
Non-Disc.$0
Employees8
Clients59
DateJan 2023
Total AUM$427.2M
Discretionary$427.2M
Non-Disc.$0
Employees8
Clients52
DateNov 2022
Total AUM$427.2M
Discretionary$427.2M
Non-Disc.$0
Employees8
Clients52
DateSep 2022
Total AUM$427.2M
Discretionary$427.2M
Non-Disc.$0
Employees8
Clients52
DateDec 2021
Total AUM$431.7M
Discretionary$431.7M
Non-Disc.$0
Employees8
Clients55
DateSep 2021
Total AUM$431.7M
Discretionary$431.7M
Non-Disc.$0
Employees8
Clients55
DateSep 2020
Total AUM$357.6M
Discretionary$357.6M
Non-Disc.$0
Employees8
Clients67
DateJun 2020
Total AUM$335.6M
Discretionary$335.6M
Non-Disc.$0
Employees7
Clients57
DateJun 2020
Total AUM$335.6M
Discretionary$335.6M
Non-Disc.$0
Employees7
Clients57
DateDec 2019
Total AUM$335.6M
Discretionary$335.6M
Non-Disc.$0
Employees7
Clients57
DateSep 2019
Total AUM$335.6M
Discretionary$335.6M
Non-Disc.$0
Employees7
Clients57
DateJan 2019
Total AUM$318.9M
Discretionary$318.9M
Non-Disc.$0
Employees7
Clients43
DateSep 2018
Total AUM$318.9M
Discretionary$318.9M
Non-Disc.$0
Employees7
Clients43
DateSep 2017
Total AUM$289.4M
Discretionary$289.4M
Non-Disc.$0
Employees5
Clients400
DateFeb 2017
Total AUM$269.8M
Discretionary$269.8M
Non-Disc.$0
Employees5
Clients300
DateSep 2016
Total AUM$269.8M
Discretionary$269.8M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$271.7M
Discretionary$271.7M
Non-Disc.$0
Employees8
Clients300
DateJan 2016
Total AUM$271.7M
Discretionary$271.7M
Non-Disc.$0
Employees8
Clients300
DateSep 2015
Total AUM$271.7M
Discretionary$271.7M
Non-Disc.$0
Employees8
Clients300
DateSep 2014
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees8
Clients300
DateSep 2013
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees8
Clients300
DateSep 2013
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees8
Clients300
DateJun 2013
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees5
Clients300
DateSep 2012
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees1
Clients300
DateJul 2012
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees1
Clients300
DateApr 2011
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$193.7M
Discretionary$193.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$193.7M
Discretionary$193.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$213.6M
Discretionary$213.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$184.1M
Discretionary$184.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees5
Clients--