# The Westchester Group

The Westchester Group is a RIA based in Westchester County, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Westchester County, United States
- **Region:** North America
- **Address:** Westchester County, New York, United States
- **Assets under management:** Undisclosed
- **Website:** westchestercapitalmanagement.com

## Regulatory record

- **CRD number:** 288959
- **SEC file number:** 801-113448
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288959

## About

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.

## 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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Last updated: 2026-07-11T13:30:54.000Z

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