WESTCHESTER CAPITAL MANAGEMENT, LLC
CRD #155686 SEC #801-72002 VALHALLA, NY 914-741-5600
SEC Registered
Total AUM
$2.8B
Discretionary
$2.8B
Employees
11
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.8B | $2.8B | $0 | 11 | 0 |
| Mar 2024 | $4B | $4B | $0 | 14 | 0 |
| Dec 2023 | $5.3B | $5.3B | $0 | 14 | 0 |
| Jun 2023 | $5.3B | $5.3B | $0 | 14 | 0 |
| Mar 2023 | $5.3B | $5.3B | $0 | 14 | 0 |
| Mar 2022 | $5.3B | $5.3B | $0 | 13 | 0 |
| Oct 2021 | $5.4B | $5.4B | $0 | 14 | 0 |
| Aug 2021 | $4.7B | $4.7B | $0 | 18 | 0 |
| Mar 2021 | $4.7B | $4.7B | $0 | 18 | 0 |
| Jan 2021 | $4.2B | $4.2B | $0 | 18 | 0 |
| Mar 2020 | $4.2B | $4.2B | $0 | 18 | 0 |
| Mar 2019 | $4B | $4B | $0 | 18 | 0 |
| Mar 2018 | $2.8B | $2.8B | $0 | 18 | 0 |
| Mar 2017 | $3.8B | $3.8B | $0 | 16 | 1 |
| Aug 2016 | $5.4B | $5.4B | $0 | 16 | 1 |
| Mar 2016 | $5.4B | $5.4B | $0 | 16 | 1 |
| Mar 2015 | $5.7B | $5.7B | $0 | 15 | 1 |
| Mar 2014 | $5.4B | $5.4B | $0 | 14 | 1 |
| Apr 2013 | $4.7B | $4.7B | $0 | 13 | 1 |
| Apr 2013 | $4.7B | $4.7B | $0 | 13 | 1 |
| Mar 2012 | $5.2B | $5.2B | $0 | 11 | 1 |
| Jul 2011 | $4B | $4B | $0 | -- | -- |
| Mar 2011 | $4B | $4B | $0 | -- | -- |
| Jan 2011 | $4B | $4B | $0 | -- | -- |
| Dec 2010 | $0 | $0 | $0 | -- | -- |
| Nov 2010 | $0 | $0 | $0 | -- | -- |
DateMar 2025
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees14
Clients0
DateDec 2023
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees14
Clients0
DateJun 2023
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees13
Clients0
DateOct 2021
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees14
Clients0
DateAug 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees18
Clients0
DateJan 2021
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees18
Clients0
DateMar 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees18
Clients0
DateMar 2017
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees16
Clients1
DateAug 2016
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees16
Clients1
DateMar 2016
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees16
Clients1
DateMar 2015
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees15
Clients1
DateMar 2014
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees14
Clients1
DateApr 2013
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees13
Clients1
DateApr 2013
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees13
Clients1
DateMar 2012
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees11
Clients1
DateJul 2011
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--