Westchester Capital Partners, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 7
Michael Shannon
Co-President, Co-Chief investment OfficerCRD 2188633

Richard Smirl
Executive Vice President & Chief Operating OfficerCRD 4232829

Roy Behren
Co-President, Co-Chief investment OfficerCRD 4928762
Contacts
1 of 1
Andra Purkalitis
Executive Vice PresidentCRD 3070864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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