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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client 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

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Contacts

1 of 1
  • ANDRA PURKALITIS

    Executive Vice PresidentCRD 3070864

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth