Westchester Capital Management, LLC

Overview

Westchester Capital Management, LLC is an institutional registered investment adviser organized as an LLC and SEC‑registered since 2010. The firm serves institutional clients and charges fees as a percentage of assets under management. Its advisory work includes portfolio management for investment companies and it operates in capacities tied to commodity pool/commodity trading adviser activity. Filings also list affiliations with broker‑dealer activity and roles as sponsor, general partner or managing member of pooled investment vehicles, and the firm is identified as a related adviser to other entities. The firm is not described as a multi‑state adviser or an active ESG investor. It is not identified as a capital allocator, which suggests the business model centers on managing client portfolios and investment vehicles rather than acting primarily as an allocator to third‑party manager platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives