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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Nebraska
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Sep 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| ERICKSON-NELSON, DONNA, CHARLOTTE | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER | NA | Control |
| CHRISTENSEN, CINDY, LOU | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | E | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | E | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | E | Control |
| CHRISTENSEN, CINDY, LOU | I | CHIEF COMPLIANCE OFFICER | D | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| CHRISTENSEN, CINDY, LOU | I | CHIEF COMPLIANCE OFFICER | D | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| CHRISTENSEN, CINDY, LOU | I | CHIEF COMPLIANCE OFFICER | D | Control |
| CHRISTENSEN, CINDY, LOU | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| ROGERS, JOHN, WARREN | I | PRESIDENT/CEO | D | Control |
| THE ESTATE OF JOHN W. ROGERS | DE | OWNER | D | Control |
| ROGERS, JAMES, ALAN | I | VICE PRESIDENT | C | Control |
| ROGERS, JAMES, ALAN | I | VICE PRESIDENT | C | Control |
| CHRISTENSEN, CINDY | I | EXEC VP/COO | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| CHRISTENSEN, CINDY, LOU | I | EXEC VP/COO,CHIEF COMPLIANCE OFFICER | B | Control |
| GREER, RANDALL, DEWEY | I | CIO | B | Control |
| ROGERS, JAMES, ALAN | I | VICE PRESIDENT OF MARKETING | B | Control |
| ROGERS, JAMES, ALAN | I | VICE PRESIDENT OF MARKETING | B | Control |
| ROGERS, JAMES, ALAN | I | VICE PRESIDENT OF MARKETING | A | Control |
| ROGERS, JAMES, ALAN | I | VICE PRESIDENT OF MARKETING | A | Control |
| ROGERS, JAMES, ALAN | I | VICE PRESIDENT OF MARKETING | A | Control |
| ROGERS, JAMES, ALAN | I | VICE PRESIDENT OF MARKETING | A | Control |
Registrations
Federal
IA
Sep 23, 2025 REGISTERED
Notice Filings (12)
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Address
801 NORTH 96TH STOMAHA, NE 68114-2538
United States
Phone: 402-392-2418