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WESTCHESTER CAPITAL MANAGEMENT INC
CRD 110961File 801-28498
APPROVED
Retail clients
Custody
Filing as of Sep 23, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$556.3M
Above cohort median (national)
Discretionary AUM
$556.3M
Clients
467
657 accounts
Employees
7
Above cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 19, 1986
- Principal office
- 801 NORTH 96TH ST, OMAHA, NE, 68114-2538
- Phone
- 402-392-2418
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $556.3M
- Discretionary AUM
- $556.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 657
- Non-discretionary accounts
- 0
- Total accounts
- 657
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $30.3M |
| Charitable organizations | Fewer than 5 | $267K |
| High net worth individuals | 198 | $436.8M |
| Pension and profit sharing plans | 9 | $23.9M |
| Individuals (other than high net worth individuals) | 247 | $65.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.