SourcingSourcing

WESTCHESTER CAPITAL PARTNERS, LLC

C44
CRD 135955·SEC 801-73214·VALHALLA, NY
AUM
$34.2M
$25M-$100M
Est. Revenue
$342K
@ 1% on AUM
Est. EBITDA
$103K
@ 30% margin
Est. Deal Value
$821K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WESTCHESTER CAPITAL PARTNERS, LLC
CRD
135955
SEC file #
801-73214
EIN
000000000
DBA names
—

Economics

AUM
$34.2M
AUM band
$25M-$100M
AUM trajectory
'20'26
$63.2M → $34.2M▼ -46%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
0
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'20'22
7 advisors → 7 advisors▬ 0%
Primary office
VALHALLA NY
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
virtus.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VIRTUS PARTNERS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
VIRTUS PARTNERS, INC.
ANGERTHAL, MICHAEL, AARON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VIRTUS.COM
Rdap Domain Creation Date
1995-01-04T05:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000819176
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2014-04-24
Edgar Last Filing Date
2026-04-22
Edgar Form D Count
13
Edgar Form D Offerings
2026-04-222026-04-22 · 0000819176-26-000001
2025-04-232025-04-23 · 0000819176-25-000001
Edgar Former Names
WCM Hudson Valley Partners, L.P.

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Goldman Sachs6
E*trade4
Jpmorgan3
Edgar Addresses
Mailing
100 SUMMIT LAKE DRIVEVALHALLA, NY 10595
Business
100 SUMMIT LAKE DRIVEVALHALLA, NY 10595
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-04-22 · 0000819176-26-000001
D/A2025-04-23 · 0000819176-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-03T05:00:00Z
Rdap Domain Last Changed
2022-06-10T17:56:20Z
Rdap Nameservers
Jay.ns.cloudflare.comMonika.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (10)

10
ANGERTHAL, MICHAEL, AARON
Executive Officer · 2.5%
5632934
AYLWARD, GEORGE, ROBERT
Executive Officer · 2.5%
4932163
BEHREN, ROY, DOUGLAS
Executive Officer · 2.5%
4928762
COLOMB, CHRISTOPHER, J
Executive Officer · 2.5%
5103230
PURKALITIS, ANDRA, CYNTHIA
Executive Officer · 2.5%
3070864
SHANNON, MICHAEL, THOMAS
Executive Officer · 2.5%
2188633
SMIRL, RICHARD, WILLIAM
Executive Officer · 2.5%
4232829
WU, CASAUNDRA, LEE
Executive Officer · 2.5%
7425322
DEREK JACOB MARTIN
IAR
6059805
Daniel Robert Easton
IAR
7179724