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 hedge fund adviser organized as an LLC and operating since 2012. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles, operating in a capacity consistent with CPO/CTA activities. Its business model includes acting as sponsor, general partner or managing member of pooled vehicles and maintaining affiliations with broker‑dealers and other investment advisers. Compensation typically combines a percentage-of-assets fee with performance-based fees. The firm is not flagged as an active ESG investor and is identified as a related adviser to other entities.
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 7MICHAEL 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 1ANDRA 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
Similar firms
WESTCHESTER CAPITAL MANAGEMENT, LLC
RIAVALHALLA, NY
EMPOWER PRIVATE WEALTH
RIANew York, NY
ALLEGORY ADVISORY
RIANew York, NY
GRENDA GROUP
RIABUFFALO, NY
TELSEY CONSUMER FUND MANAGEMENT LP
RIANew York, NY
BERENBERG ASSET MANAGEMENT LLC
RIANew York, NY