RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0
LEI
549300JVYLER1U5NDK13

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANGERTHAL, MICHAEL, AARONIEXECUTIVE VICE PRESIDENTNA Control
ANGERTHAL, MICHAEL, AARONIEXECUTIVE VICE PRESIDENTNA Control
ANGERTHAL, MICHAEL, AARONIEXECUTIVE VICE PRESIDENTNA Control
ANGERTHAL, MICHAEL, AARONIEXECUTIVE VICE PRESIDENTNA Control
ANGERTHAL, MICHAEL, AARONIEXECUTIVE VICE PRESIDENTNA Control
ANGERTHAL, MICHAEL, AARONIEXECUTIVE VICE PRESIDENTNA Control
ANGERTHAL, MICHAEL, AARONIEXECUTIVE VICE PRESIDENTNA Control
AYLWARD, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
AYLWARD, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
AYLWARD, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
AYLWARD, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
AYLWARD, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
AYLWARD, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
AYLWARD, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGER, CO-PRESIDENT AND TREASURERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGER, CO-PRESIDENT AND TREASURERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGER, CO-PRESIDENT AND TREASURERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGER, CO-PRESIDENT AND TREASURERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGER, CO-PRESIDENT AND TREASURERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGER, CO-PRESIDENT AND TREASURERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGER, CO-PRESIDENT AND TREASURERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGER, CO-PRESIDENT AND TREASURERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGER, CO-PRESIDENT AND TREASURERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGER, CO-PRESIDENT AND TREASURERNA Control
BEHREN, ROY, DOUGLASIELECTED MANAGER, CO-PRESIDENT AND TREASURERNA Control
BEHREN, ROY, DOUGLASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
BEHREN, ROY, DOUGLASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
BEHREN, ROY, DOUGLASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
BEHREN, ROY, DOUGLASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
BEHREN, ROY, DOUGLASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
BEHREN, ROY, DOUGLASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
BEHREN, ROY, DOUGLASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
COLOMB, CHRISTOPHER, JICHIEF FINANCIAL OFFICERNA Control
COLOMB, CHRISTOPHER, JICHIEF OPERATIONS OFFICERNA Control
COLOMB, CHRISTOPHER, JICHIEF OPERATIONS OFFICERNA Control
COLOMB, CHRISTOPHER, JICHIEF OPERATIONS OFFICERNA Control
COLOMB, CHRISTOPHER, JICHIEF OPERATIONS OFFICERNA Control
COLOMB, CHRISTOPHER, JICHIEF OPERATIONS OFFICERNA Control
COLOMB, CHRISTOPHER, JICHIEF OPERATIONS OFFICERNA Control
COLOMB, CHRISTOPHER, JICHIEF OPERATIONS OFFICERNA Control
HILLS, WENDY, JACQUELINEIEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARYNA Control
HILLS, WENDY, JACQUELINEIEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARYNA Control
HILLS, WENDY, JACQUELINEIEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARYNA Control
LPC WESTCHESTER, LPDEMEMBERNA
LPC WESTCHESTER, LPDEMEMBERNA
LPC WESTCHESTER, LPDEMEMBERNA
LPC WESTCHESTER, LPDEMEMBERNA
LPC WESTCHESTER, LPDEMEMBERNA
LPC WESTCHESTER, LPDEMEMBERNA
LPC WESTCHESTER, LPDEMEMBERNA
LPC WESTCHESTER, LPDEMEMBERNA
LPC WESTCHESTER, LPDEMEMBERNA
LPC WESTCHESTER, LPDEMEMBERNA
LPC WESTCHESTER, LPDEMEMBERNA
LPC WESTCHESTER, LPDEMEMBERNA
PURKALITIS, ANDRA, CYNTHIAIEXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICERNA Control
PURKALITIS, ANDRA, CYNTHIAIEXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICERNA Control
PURKALITIS, ANDRA, CYNTHIAIEXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
RUBIN, BRUCE, JAYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGERNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGERNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGERNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGERNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGERNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGERNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGERNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGER AND CO-PRESIDENTNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGER AND CO-PRESIDENTNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGER AND CO-PRESIDENTNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGER AND CO-PRESIDENTNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGER AND CO-PRESIDENTNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGER AND CO-PRESIDENTNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGER AND CO-PRESIDENTNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGER AND CO-PRESIDENTNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGER AND CO-PRESIDENTNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGER AND CO-PRESIDENTNA Control
SHANNON, MICHAEL, THOMASIELECTED MANAGER AND CO-PRESIDENTNA Control
SHANNON, MICHAEL, THOMASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
SHANNON, MICHAEL, THOMASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
SHANNON, MICHAEL, THOMASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
SHANNON, MICHAEL, THOMASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
SHANNON, MICHAEL, THOMASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
SHANNON, MICHAEL, THOMASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
SHANNON, MICHAEL, THOMASICO-PRESIDENT AND CO-CHIEF INVESTMENT OFFICERNA Control
SMIRL, RICHARD, WILLIAMIEXECUTIVE VICE PRESIDENTNA Control
SMIRL, RICHARD, WILLIAMIEXECUTIVE VICE PRESIDENTNA Control
SMIRL, RICHARD, WILLIAMIEXECUTIVE VICE PRESIDENTNA Control
SMIRL, RICHARD, WILLIAMIEXECUTIVE VICE PRESIDENTNA Control
SMIRL, RICHARD, WILLIAMIEXECUTIVE VICE PRESIDENTNA Control
SMIRL, RICHARD, WILLIAMIEXECUTIVE VICE PRESIDENTNA Control
SMIRL, RICHARD, WILLIAMIEXECUTIVE VICE PRESIDENTNA Control
WU, CASAUNDRA, LEEICHIEF COMPLIANCE OFFICERNA Control
WU, CASAUNDRA, LEEIASSISTANT MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
WU, CASAUNDRA, LEEIASSISTANT MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
WU, CASAUNDRA, LEEIASSISTANT MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
WU, CASAUNDRA, LEEIASSISTANT MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
WU, CASAUNDRA, LEEIASSISTANT MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
WU, CASAUNDRA, LEEIASSISTANT MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
WU, CASAUNDRA, LEEIASSISTANT MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
VIRTUS PARTNERS, INC.DESOLE MEMBERE Control
VIRTUS PARTNERS, INC.DESOLE MEMBERE Control
VIRTUS PARTNERS, INC.DESOLE MEMBERE Control
VIRTUS PARTNERS, INC.DESOLE MEMBERE Control
VIRTUS PARTNERS, INC.DESOLE MEMBERE Control
VIRTUS PARTNERS, INC.DESOLE MEMBERE Control
VIRTUS PARTNERS, INC.DESOLE MEMBERE Control
WESTCHESTER CAPITAL MANAGEMENT INCDEMEMBERE Control
WESTCHESTER CAPITAL MANAGEMENT INCDEMEMBERE Control
MTSWCM HOLDINGS, LLCDEMEMBERD Control
RDBWCM HOLDINGS, LLCDEMEMBERD Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
MTSWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
RDBWCM HOLDINGS, LLCDEMEMBERC Control
LPC WESTCHESTER, LPDEMEMBERB
LPC WESTCHESTER, LPDEMEMBERB
LPC WESTCHESTER, LPDEMEMBERB
LPC WESTCHESTER, LPDEMEMBERB
LPC WESTCHESTER, LPDEMEMBERB

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF Control
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF Control
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF Control
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF Control
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF Control
LPC WESTCHESTER GP, LLCDELPC WESTCHESTER, LPF Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
BEHREN, ROY, DOUGLASIRDBWCM HOLDINGS, LLCE Control
GREEN, FREDERICK, WILLIAMIWESTCHESTER CAPITAL MANAGEMENT, INC.E Control
GREEN, FREDERICK, WILLIAMIWESTCHESTER CAPITAL MANAGEMENT, INC.E Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
SHANNON, MICHAEL, THOMASIMTSWCM HOLDINGS, LLCE Control
VIRTUS INVESTMENT PARTNERS, INC.DEVIRTUS PARTNERS, INC.E Control
VIRTUS INVESTMENT PARTNERS, INC.DEVIRTUS PARTNERS, INC.E Control
VIRTUS INVESTMENT PARTNERS, INC.DEVIRTUS PARTNERS, INC.E Control
VIRTUS INVESTMENT PARTNERS, INC.DEVIRTUS PARTNERS, INC.E Control
VIRTUS INVESTMENT PARTNERS, INC.DEVIRTUS PARTNERS, INC.E Control
VIRTUS INVESTMENT PARTNERS, INC.DEVIRTUS PARTNERS, INC.E Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Address

100 SUMMIT LAKE DRIVE
VALHALLA, NY 10595-1339
United States
Phone: 914-741-5600