WESTCHESTER CAPITAL MANAGEMENT, LLC

100 Summit Lake Drive
Valhalla, New York 10595-1339
Tel: 914-741-5600

About WESTCHESTER CAPITAL MANAGEMENT, LLC

WESTCHESTER CAPITAL MANAGEMENT, LLC, formally registered with the SEC as WESTCHESTER CAPITAL MANAGEMENT, LLC. The firm was established in 12/17/2010. They have over 1 offices throughout the country.

WESTCHESTER CAPITAL MANAGEMENT, LLC is a Valhalla, New York based Financial Planning firm with nearly $3,966,777,930 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155686
SEC#	801-72002
Assets Managed by Firm	$3,966,777,930
No. of Clients	7
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$3,966,777,930

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