Westchester Capital Partners, Llc
- Regulatory AUM
- $34.2M
- Discretionary
- $34.2M
- Clients
- 2
- Avg AUM / client
- $17.1M
- Accounts
- 2
- Employees
- 0
AUM over time
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $34.2M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $39.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Westchester Capital Master Trust master | Hedge Fund | Bermuda | $39.9M | 10 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angerthal, Michael, Aaron | Executive Vice President | Oct 2021 (5y) | Less than 5% | |
| Aylward, George, Robert | Chief Executive Officer | Oct 2021 (5y) | Less than 5% | |
| Behren, Roy, Douglas | Co President And Co Chief Investment Officer | Oct 2021 (5y) | Less than 5% | |
| Colomb, Christopher, J | Chief Operations Officer | Oct 2021 (5y) | Less than 5% | |
| Shannon, Michael, Thomas | Co President And Co Chief Investment Officer | Oct 2021 (5y) | Less than 5% | |
| Smirl, Richard, William | Executive Vice President | Oct 2021 (5y) | Less than 5% | |
| Wu, Casaundra, Lee | Assistant Managing Director And Chief Compliance Officer | Oct 2021 (5y) | Less than 5% | |
| Purkalitis, Andra, Cynthia | Executive Vice President And Chief Legal Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Virtus Partners, Inc. | Sole Member | Oct 2021 | A | 75% or more |
| Virtus Investment Partners, Inc. | Sole Shareholder | Oct 2021 | B | ≈ 56.25% – 100% via Virtus Partners, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Virtus Investment Partners, Inc.: 75% – 100% of Virtus Partners, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $39.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Westchester Capital Master Trust | Hedge Fund | $39.9M | $500K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 2.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗