Westchester Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Omaha, NE. Its latest Form ADV filing, dated September 23, 2025, reports $556M in regulatory assets under management, 7 employees, and 657 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.9% of total clients.
Top client categories% of clientsClients
1
Individuals
52.9%
247
2
HNWI
42.4%
198
3
Corporations
2.8%
13
4
Pension Plans
1.9%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$556Mas of September 23, 2025
Discretionary100.0%
$556M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$556M
Total Accounts657
10Y AUM Change+$285M (+104.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee67:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.