WESTCHESTER CAPITAL PARTNERS, LLC

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

About WESTCHESTER CAPITAL PARTNERS, LLC

WESTCHESTER CAPITAL PARTNERS, LLC, formally registered with the SEC as WESTCHESTER CAPITAL PARTNERS, LLC. The firm was established in 02/22/2012. They have over 1 offices throughout the country.

WESTCHESTER CAPITAL PARTNERS, LLC is a Valhalla, New York based Financial Planning firm with nearly $39,895,571 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 0 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135955
SEC#	801-73214
Assets Managed by Firm	$39,895,571
No. of Clients	2
No. of Advisors	0

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$39,895,571

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