WESTCHESTER CAPITAL MANAGEMENT, LLC

Overview

Westchester Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2010. The firm serves an institutional client base and charges fees as a percentage of assets under management. Its public disclosures identify business activities as a commodity pool operator/commodity trading advisor (CPO/CTA) and list portfolio management for investment companies among its advisory services. Westchester also appears as a sponsor, general partner or managing member of pooled investment vehicles and maintains affiliations that include broker-dealer and other investment-adviser relationships. The firm is not positioned as an ESG-focused manager and is reported as a related adviser in its regulatory filings.

Assets & Accounts

Public Holdings

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Location & Offices