# Westchester Capital Management

Westchester Capital Management is a Bank / Wealth / Trust based in Omaha, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** Omaha, NE, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** www.westchestercapital.com
- **LinkedIn:** https://www.linkedin.com/company/westchester-capital-management

## Regulatory record

- **CRD number:** 110961
- **SEC file number:** 801-72002
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2025-09-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110961

## About

Westchester Capital Management, Inc. was founded in January 1987 to manage investment assets—primarily stocks and bonds—for individuals, trusts, corporations, IRAs, pension plans and profit sharing plans. The firm is a fee-only, registered investment adviser that provides professional investment advice and is not affiliated with a broker/dealer or insurance agency. Its team follows a management style based on a balanced, diversified portfolio of selected stocks and bonds with a longer-term holding period, and develops individualized strategies based on each client's objectives.

## People

- Cindy Christensen — President / CEO
- Donna Nelson — Executive Vice President / Chief Operating Officer
- Max Vogt — Vice President Research
- Jodi Macaitis — Operations Manager
- Cindy L. Christensen — President and Chief Executive Officer

## Questions

### Is Westchester Capital Management an active SEC registrant?

Yes. The firm is listed as a registered investment adviser with the U.S. Securities and Exchange Commission. Its Form ADV filing confirms active registration, though the public-facing sections of that filing contain limited detail on assets, clients, or personnel.

### Does the firm disclose its assets under management?

No. Westchester Capital Management has not published an AUM figure in any regulatory disclosure, press release, or industry database entry accessible to the public. The absence of a self-reported number makes independent verification impossible.

### What investment strategy does Westchester Capital Management pursue?

The firm's strategy cannot be characterized from public sources. It has not disclosed an asset-class mix, investment philosophy, sector preferences, or geographic focus. No third-party reporting has documented specific portfolio holdings, fund commitments, or transaction history.

### Why is so little information available about this firm?

Possible explanations include a single-family-office orientation that uses an RIA structure for regulatory convenience, a legacy trust mandate with no need for external capital, or a conscious decision to remain below the threshold of institutional allocator visibility. None of these explanations are confirmable from available public records.

## Related profiles

- [Westbourne Investments](https://altss.com/profile/westbourne-investments)
- [Westchester Community College Foundation](https://altss.com/profile/westchester-community-college-foundation)

---

Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/westchester-capital-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology