WESTCHESTER CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 110961
- Registered since
- December 19, 1986
- Website
- www.westchestercapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.52%
- Individuals11.68%
- Corporations / Businesses5.44%
- Pension & Profit Sharing Plans4.3%
- Charitable Organizations0.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Westchester Capital Management Inc is a privately owned SEC-registered advisory corporation that has been operating since 1986. The firm manages portfolios for both individual and family clients as well as institutional and business clients, billing on a percentage-of-assets-under-management basis. Its core advisory services are portfolio management for individuals and small businesses and separate account management for organizations. The firm is not identified as an active ESG investor, does not present itself as a multi-state adviser, and is not positioned as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents13%
- US Government Bonds1%
- State & Local Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
2 of 2CINDY CHRISTENSEN
President, CEOCRD 2585833
DONNA ERICKSON-NELSON
Executive Vice President & Chief Operating OfficerCRD 2992112
Contacts
1 of 1Maximilian Vogt
Vice President, ResearchCRD 6738214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$3M in ETFs
100%
$3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.9M | 2,896 | 63.50% |
Location
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 801 N 96th St
- Time zone
- CT (UTC-6)
- Office locations
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