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RIA · CRD 288959SEC-Registered

Updated:

The Westchester Group

The Westchester Group, LLC is an SEC-registered investment adviser since 2018. It manages $188 million in assets, with $50 million on a discretionary basis.

Overview

The Westchester Group, LLC is an SEC-registered investment adviser since 2018. It manages $188 million in assets, with $50 million on a discretionary basis. The firm has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Westchester County

Corporate office

Westchester County, New York, United States

Frequently asked questions

Who are the principals of The Westchester Group?

No named principals are publicly available. The firm does not disclose its management team in accessible records.

What investment strategy does The Westchester Group pursue?

The firm has not publicly articulated an investment strategy. Its portfolio composition and approach remain undisclosed.

What is the geographic reach of The Westchester Group?

The firm is based in Westchester County, New York. No international offices or investments have been publicly identified.

Has The Westchester Group made any notable recent investments?

No recent investment activity has been reported in public sources. The firm does not appear in deal databases or financial news.

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