Westchester Capital Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$34.2M
Discretionary
$34.2M
100% of AUM
Avg account
$17.1M
Accounts
2
Advisory reps
8

Firm details

Headquarters
Valhalla, New York
CRD number
135955
Registered since
February 22, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Westchester Capital Partners, LLC is an SEC-registered investment adviser organized as a limited liability company and operating as a hedge fund manager. Founded in 2012, the firm targets institutional clients and performs portfolio management for pooled investment vehicles while also acting in CPO/CTA roles. Its compensation follows a hybrid structure of asset-based fees plus performance fees. The firm is connected to related-adviser structures and lists affiliations that include broker‑dealer activity and roles as sponsor, general partner, or managing member of pooled vehicles. Westchester does not self-identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 7
  • Michael Shannon

    Michael Shannon

    Co-President, Co-Chief investment OfficerCRD 2188633

  • Richard Smirl

    Richard Smirl

    Executive Vice President & Chief Operating OfficerCRD 4232829

  • Roy Behren

    Roy Behren

    Co-President, Co-Chief investment OfficerCRD 4928762

Unlock 4 more executives

Contacts

1 of 1
  • Andra Purkalitis

    Andra Purkalitis

    Executive Vice PresidentCRD 3070864

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Valhalla, NY

Westchester

Location

Valhalla, NY

Headquartered in Valhalla, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
100 Summit Lake Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth